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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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4363 results found

  1. Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

    Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

    29 votes

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  2. 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

    28 votes

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    1 comment  ·  Automations  ·  Admin →
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  3. ability to select signature type for specific templates/documents

    28 votes

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  4. When an eform is filled out an email is sent to the initiator. I understand that this is so that the initiator can have access. It would be nice to turn off this if the eForm is so short that this is unlikely, OR the ability to customize the language in the email so that the purpose of the email can be explained. OR even if the standard language said, "This is a confirmation of the form "XX" submitted, to view your form click here." Currently, it looks as though there is an error with the form and adds to…

    28 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  5. Approval workflow in forms

    28 votes

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    Idea  ·  3 comments  ·  Forms  ·  Admin →
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  6. 28 votes

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  7. More important than view would be a status for a document that has been signed by at least one person, but not complete. This would allow the sales team to know their customer has signed the document, but it's now waiting on internal management to sign-off. Right now our salesforce opportunity has to wait for management to sign before I can update the status of the opp, but this sometimes gets lost in their inbox.

    28 votes

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  8. Would like to be able to have an option in the Dashboard to see further than 1 year.

    28 votes

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  9. Automatically place signature field on every page by dropping it once

    28 votes

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  10. 27 votes

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  11. Sales team is not adopting to PD because the formatting is very different from Word.

    27 votes

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  12. Having a resend button to notify all the document recipients at once including the CC'd ones without having to send individual reminders or posting a public comment

    27 votes

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  13. Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.

    27 votes

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  14. The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    27 votes

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  15. Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    27 votes

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  16. 27 votes

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  17. Preview what one doc would look like before sending via bulk send

    27 votes

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  18. Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.

    27 votes

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    Idea  ·  5 comments  ·  Other  ·  Admin →
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  19. 27 votes

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  20. Search documents from the dashboard

    27 votes

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