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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7064 results found

  1. I would like every document made from a specific template to get a tag automatically so they cannot forget

    1 vote

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  2. If a customer fills out a form - say a medical form for their student in January and the student has no ailments. Then in June, the student starts taking prescribed medication and the customer needs to add the information to the form they already submitted

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. Enable automation that records PandaDoc document status changes in MS Dynamics Notes section. Each update would include a clickable link to the document. This differs from the current functionality that only attaches PDFs of completed documents.

    Key benefits:
    - Creates a complete audit trail of document status changes (draft, sent, viewed, signed, completed)
    - Allows users to monitor document progress without leaving Dynamics
    - Provides easy access to documents at any stage with a single click
    - Maintains a comprehensive record of document lifecycle activities in your CRM

    While this request focuses on MS Dynamics, similar functionality would be valuable…

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. There should be an option to select multiple items in drop down field. Though there are checkboxes, but it will be great to have something less cluttered and easy to manage.

    1 vote

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  5. The reminder email does not allow us to change the wording of it. We also change not specify what time of day it will go out. We need more customization. The wording is too aggressive.

    1 vote

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  6. It would be beneficial to have the option to adjust the layout of the Quote. Currently, images always appear below the description, but being able to place them on the side (or adjust the positioning) would help optimize the page layout. A feature to customize this arrangement would greatly improve flexibility.

    1 vote

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  7. Use the card details field for another payment processor like Whop.

    1 vote

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  8. Currently I have to create a single automation for each template I have created. I would like to be able to select Multiple Templates to follow one automation. IE. For all our Sales Documents, we need to upload completed documents to our CRM. I have many templates, and I have to write 1 automation for each template. This is very difficult to create and pretty much impossible to manage if a change in our process commences.

    I would like the ability to write 1 automation and add as many template to follow the one automation as I need.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. Currently we have Automations in place for our Documents. However, when we use Rooms and send Documents via Rooms, the automations are bypassed, and we have to perform manual tasks.

    And example of this is uploading completed documents to our CRM upon completion. Which works great when we create a single document from a template. However, when we add documents to a room, The Automation doesn't activate, and we have to then manually complete the process if using Rooms.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  10. To access the Stripe data merge settings without enabling payments, in cases like not processing payments through Stripe, but only collecting card details.

    1 vote

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  11. The ability to add specific fields for S&H by product, as well as having those fees be subject to quantity options.

    1 vote

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  12. Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

    1 vote

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  14. Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

    1 vote

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  15. We wish to update/change the name of a given template via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.

    1 vote

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  17. We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.

    1 vote

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  18. We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. Currently using API for their payments and would like to be able to set up installments via API workflow.

    1 vote

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  20. 2C2P Payment Gateway

    1 vote

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