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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]

    Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    109 votes

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    6 comments  ·  Approvals  ·  Admin →
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    On Roadmap  ·  Liza Gatsak responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…

  2. Text search option - Sort by folders

    An option to search a specific word and sort out the results by folders.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Allow the account holder to opt-in to auto pay in Settings.

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  4. Ability to regenerate document links

    Re-generate links in case you've provided recipients with the wrong one without having to edit the document

    5 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  5. The ability to support multiple roles in salesforce

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Use Salesforce integration On iPad

    Salesforce integration with Pandadoc on Ipad

    12 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  7. Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)

    See exact date and time of document completion in the web view

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Hide document amount for payment before it is signed

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  9. Add Document declined trigger event in Zapier

    2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Add Document sent trigger event in Zapier

    1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. The ability to provide a users’ management in order to automatize the user’s onboarding via API

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  14. Export sections of a document

    Export sections of a document instead of the whole document

    4 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Pop-up with customizable text when a recipient declines document

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  16. More than two letters as Initials

    The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  17. Copy Filled out fields

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Add PandaDoc component to SalesForce community page

    Be able to add PandaDoc component to SalesForce community page

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  19. The ability to share the link in order to bulk send the documents

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Keyboard shortcuts & Be able to us the "Delete" Key on your keyboard to delete items during document design

    7 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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