Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to filter by date (date created, completed, modified, etc) in API. Additional preference to include date completed in "List Documents" call

    1 vote

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    0 comments  ·  API  ·  Admin →
  2. Wants to use the A4 layout feature for all documents. Currently has to edit each one manually. There are two countries in the world using US format (US + Canada) - everyone else uses A4. Thank you!

    1 vote

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  3. I would like to see an "Errors" tile added to the Dashboard to track documents that have delivery failures (i.e. invalid email addresses). This would provide a quick way for staff to see there was an issue and to resubmit documents after the email addresses are corrected.

    1 vote

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  4. an option to use a custom field with data merge in Hubspot

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  5. send a follow-up email/document after document completion

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    0 comments  ·  Other  ·  Admin →
  6. 1 vote

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  7. Have the option to remove/hide card details field for users to add to docs.

    1 vote

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    0 comments  ·  Fields  ·  Admin →
  8. Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.

    1 vote

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  9. 1 vote

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    0 comments  ·  Fields  ·  Admin →
  10. Toast Resturant POS integration

    1 vote

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  11. Choose the PandaDoc template automatically based on salesforce field value or salesforce product

    1 vote

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  12. I have different tags to documents, which has helped differentiate just by looking at the tab, but if we could pick a color for a created tab that would be beneficial.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  13. Some contracts we sign are federal/state contracts outside of pandadoc workflow, but, we don't have a way right now to track those contracts including expiration and renewal date reminders, etc.

    1 vote

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  14. 1 vote

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  15. Add a resume template to the Template Gallery

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  16. 1 vote

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  17. Allow to set up automatic printing of the document in the web app

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  18. 1 vote

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  19. 1 vote

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    0 comments  ·  API  ·  Admin →
  20. change time zone for date variable formatting

    1 vote

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