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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7095 results found

  1. The ability to disable the change language option recipients have in the document view

    2 votes

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  2. External Automations: when a product is added from the Catalog, an additional predefined product should be automatically added as well.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. 2 votes

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  4. For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  5. When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.

    2 votes

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  6. 2 votes

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  7. Automation: Sending another document when PandaDoc document status changes. Send the second document to a different recipient

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. Option to restrict users from declining documents: Allow only Admins, not Managers, to manually change the status of documents to Declined.

    2 votes

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  9. Restrict users from declining a document after so many days
    Example:
    1. The contract was signed on May 1st.
    2. On July 14th, a manager decides to decline it
    3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed

    2 votes

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  10. 2 votes

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  11. Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. Auto decline after a specified period of expiration

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. 2 votes

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  14. Guidewire Integration to implement integrations between InsuranceSuite and third party apps

    2 votes

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  15. 2 votes

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    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!

  16. Option to sort PandaDoc folders by most used not by recently added in Microsoft Dynamics

    2 votes

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  17. 2 votes

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  18. I have some recipients that don't want to upload the redlined Word document back into PandaDoc. Instead, they email the redlined document back to us. We would like a way to upload it on their behalf in the redline process. Currently, when they do this, we have to manually put all of their changes back into the document, which is time consuming. Offering a way to upload the suggested revision DocX back into PandaDoc on their behalf would save time, so it can be tracked under their suggested changes. We have a lot of lawyers that do not want to…

    2 votes

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  19. The customer wants a drop-down menu in the product catalog. When a product is added to the pricing table, recipients can select accessories for the chosen item.

    2 votes

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  20. A confirmation email when a doc is signed based on the template the doc was generated from or based on the folder the doc lives in

    2 votes

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