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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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189 results found

  1. Ability to schedule when to send a document

    227 votes

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  2. 179 votes

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    We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  3. 81 votes

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    Not planned  ·  Molly Abrams responded

    Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. 53 votes

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    8 comments  ·  Automations  ·  Admin →
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  5. Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message

    42 votes

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    2 comments  ·  Automations  ·  Admin →
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  6. Auto-fill sender's signature once the document is signed by the client

    38 votes

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    2 comments  ·  Automations  ·  Admin →
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  7. Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    36 votes

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    3 comments  ·  Automations  ·  Admin →
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  8. The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    26 votes

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    4 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  9. Quote builder to be available in Make.com, Zapier, Workato

    22 votes

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    3 comments  ·  Automations  ·  Admin →
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  10. hide the discount column automatically if the discount is 0%

    21 votes

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    3 comments  ·  Automations  ·  Admin →
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  11. 21 votes

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    Idea  ·  7 comments  ·  Automations  ·  Admin →
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  12. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    16 votes

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    Idea  ·  1 comment  ·  Automations  ·  Admin →
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  13. Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    14 votes

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    4 comments  ·  Automations  ·  Admin →
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    Hi,
    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  14. I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.

    14 votes

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    6 comments  ·  Automations  ·  Admin →
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    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

  15. 12 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  16. Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    11 votes

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    2 comments  ·  Automations  ·  Admin →
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  17. I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.

    Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.

    Thanks!

    10 votes

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    3 comments  ·  Automations  ·  Admin →
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  18. Completed document being sent to a placeholder of a new document

    10 votes

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    1 comment  ·  Automations  ·  Admin →
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    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  19. Identify which documents are still waiting to be signed and email it as a report automatically

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    9 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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