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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7358 results found

  1. Ability to set up a custom role in a way so that users can only see or edit or send documents that they are part of an approver group on.

    2 votes

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  2. When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. 2 votes

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  4. The ability to pass the document status into a CRM field (as a field value/data) via 2 way-sync or other means.

    2 votes

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  5. Use child company tokens when creating a document in the associated parent company

    2 votes

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  6. Ability to embed a window within the sow where the client can see the first page or half page of the MSA and sign, they can scroll within the window to see the whole MSA.

    Example of this mock up attached

    2 votes

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  7. Currently, it is expected to receive the documents for the recipients to sign via email before they receive the suggested edits resolved results email. Would like this to be switched so that they receive the results email before they receive the document to sign

    2 votes

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  8. 2 votes

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    0 comments  ·  API  ·  Admin →
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  9. Option to replace the Home page in a Room with another template without having to create a new Room from scratch.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  10. PandaDoc notary option in Germany

    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!

  11. Notes per contact to show on Home screen, in client's words:

    I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:

    8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Bulk Update document value and currency

    2 votes

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  13. Disable certain document delivery options for specific users, f.e. keep email delivery only for one user

    2 votes

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  14. Ability to send documents using 3rd party email instead of Pandadoc email

    2 votes

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  15. a way to have an email sent any time our "Estimate" document goes to a "Sent" status.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. The ability to switch pages within PandaDoc.

    2 votes

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  17. Customer would like the second document in document bundling not accessible unless the first one is signed.

    2 votes

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  18. 2 votes

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  19. The document has 2 notifications: one waiting for payment and one for paid. Option to keep only Document paid notification.

    2 votes

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  20. Automatically set quantity at 0 instead of 1 when adding products from the catalog

    2 votes

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