Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    327 votes

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  2. Ability to redline a document without leaving pandadoc.

    159 votes

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    In development  ·  11 comments  ·  Workflow  ·  Admin →
  3. Merge cells in a table.

    154 votes

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  4. 33 votes

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    In development  ·  4 comments  ·  Other  ·  Admin →
  5. Integration similar to Salesforce but for Salesforce CPQ

    29 votes

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  6. The option to re-trigger webhooks.

    3 votes

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    In development  ·  0 comments  ·  API  ·  Admin →
  7. Hi there, PandaDoc Team!

    Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.

    Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.

    It looks like this used to be possible:

    https://c2-digital.gyazo.com/7cb1989eaa4dea9364d54a7db6347b43

    But now, once you select a source, Template is required:

    https://c2-digital.gyazo.com/a8d1b79a5a05ce058fc8c136c9e6ed19

    Thanks, and…

    1 vote

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  8. 1 vote

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    In development  ·  0 comments  ·  API  ·  Admin →
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