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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  2. The ability to see the initial email sent to recipients with custom messages.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  3. Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!

    2 votes

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  5. When certain items in an order form have been changed (for example governing law, payment terms, etc), there is no approval triggered. As a result of this, legal has to review the entire order form all the time. If would be very beneficial when you could trigger an approval workflow when certain text or content is changed. For example, when the payment term is changed from the default (or default options in a dropdown), the approval workflow for approval by Finance is automatically required.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. The signed document can be added as PandaDoc document to a new document which is not signed.

    https://pandadoc.zendesk.com/agent/tickets/403225

    2 votes

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  7. Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    2 votes

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  8. Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
    So you do not want to have them all within one document but attached somehow to send them altogether?
    yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
    Like a on boarding…

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  10. a separate Send action in Zapier

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. 2 votes

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  12. Ability to prevent users from manually changing status but still have document editing privileges.

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. 2 votes

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  16. 2 votes

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  17. triggers to login process after typing username and password and then clicking/pressing ENTER

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. two unit prices per item in pricing table

    2 votes

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Would you be so kind as to elaborate on how you’d like this feature to work for you? This would be really helpful for us to understand your use case more clearly if you could provide some more details on your feature request.

    Thank you so much for your time! Have a wonderful day!

  19. Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.

    2 votes

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  20. 2 votes

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