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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. When creating a form, you can choose a specific number (x) of available submissions. This link can then be embedded into a website or shared with a selected group via chat or other channels. By introducing an (artificial) limitation, the offer becomes more exclusive and time-sensitive—encouraging faster action from potential respondents. Once the predefined number of submissions has been signed—starting with the first person, regardless of whether others in a group still need to sign—the form will automatically be taken offline.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  4. other triggers in automation like declined or expired

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  5. automatically calculate the quantity in the table not in the pricing table

    2 votes

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  6. To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  7. Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?

    2 votes

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  8. Integration with n8n.io

    4 votes

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  9. Include the document link in the response body, not just the document ID.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. Ability to send a PandaDoc document when a HubSpot deal stage changes

    2 votes

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  11. Update unit cost is the line item cost is changed in PandaDoc

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Ability to connect WeTravel Payments via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  13. If clients reply to a document sent via SMS, the text message can be redirected to an email or another number.

    2 votes

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  14. Option to customize the text that shows on the redirection window

    2 votes

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  15. The possibility of allowing customers to view their order/repair status. For example:

    Order Status

    Placed------Printing-------Shipped-------Delivered

    2 votes

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  16. Have the ability to control how fast the system scrolls to the following field that the recipient fills in. When sending a document to a recipient it is very difficult for the recipient to read the document because it automatically scrolls quickly to the fields that they are supposed to fill out.

    2 votes

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  17. Have the ability to be more flexible when searching for documents.

    For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.

    2 votes

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  18. The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded

    8 votes

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  19. Ability to add up just the values listed in the Price column

    2 votes

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  20. API - when sending via BOTH email and text, fails if text number invalid. Would like to still send via email when the text option fails.

    2 votes

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    0 comments  ·  API  ·  Admin →
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