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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
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    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. An option to search a specific word and sort out the results by folders.

    3 votes

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  3. 1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  4. 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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  5. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Salesforce integration with Pandadoc on Ipad

    12 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  7. 2 votes

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  8. 1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  9. 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. 1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. 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. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. 1 vote

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

    4 votes

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  15. 1 vote

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  16. 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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  17. 3 votes

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  18. 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. 1 vote

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  20. 7 votes

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