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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. reporting data sent to email

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    5 votes

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  3. Ability to have radio buttons next to each other, instead of in a vertical column.

    2 votes

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  4. Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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  6. Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.

    1 vote

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  7. To be able to Get the total number of the documents within a status ( different statuses) via API

    https://pandadoc.zendesk.com/agent/tickets/469921

    3 votes

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    1 comment  ·  API  ·  Admin →
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  8. 1 vote

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  9. 3 votes

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    • Will allow the user to upload and view stamp in the mobile App
    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  10. Include on the audit trail what exactly has changed via approval workflow

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. Option for text blocks to support multiple columns and text flow.
    If separate text blocks can be linked, then when one column is reduced in size the text automatically flows to the next column. Or, if a passage of text is removed, the remaining text flows accordingly.

    3 votes

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  12. Allow a user not part of the workspace to get notification of approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  13. 1 vote

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  14. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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  15. I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.

    1 vote

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  16. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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  17. Ability to autocorrect a letter throughout the document.

    (MS Word Autocorrect feature).

    1 vote

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  18. Add an option to choose whether or not you want a line item to be taxable behind the scenes instead of only in the pricing table.

    6 votes

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  19. We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.

    The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.

    3 votes

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