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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 results found

  1. Change the color of the recipient role fillable fields in a document (template)

    Ability to change the color of the fillable fields / Changing the role fields color: change the color of the fillable fields / Change the color of the recipients in document

    206 votes

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    On roadmap  ·  24 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Modify Dashboard: create filters, hide statuses

    The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    191 votes

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    On roadmap  ·  22 comments  ·  Documents & Data Management  ·  Admin →
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  3. Approvals are set up on a document level

    I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    84 votes

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    12 comments  ·  Workflow  ·  Admin →
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    On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Thanks to everyone who has shared this request with us — we're excited to release this feature. Unfortunately, we've run into some unexpected difficulties with it in the development phase, and as a result, we'll be unable to roll it out until later in 2023.
    We're very sorry for this delay. We appreciate your understanding, and we assure you the wait will be worth it.

  4. Netsuite integration

    33 votes

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    1 comment  ·  API, Payments & Integrations  ·  Admin →
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  5. To automate a second document to be sent out once the first document was signed / completed

    to automate a second document to be sent out once the first document was sent

    27 votes

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    On roadmap  ·  0 comments  ·  Automations  ·  Admin →
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