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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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116 results found

  1. Ability to redirect a recipient to a custom URL when they complete a document.

    305 votes

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    Idea  ·  39 comments  ·  Automations  ·  Admin →
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  2. Ability to schedule when to send a document

    146 votes

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    Idea  ·  13 comments  ·  Automations  ·  Admin →
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  3. 128 votes

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    On roadmap  ·  25 comments  ·  Automations  ·  Admin →
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  4. In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents

    84 votes

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  5. 61 votes

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    Idea  ·  15 comments  ·  Automations  ·  Admin →
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  6. 35 votes

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    Idea  ·  8 comments  ·  Automations  ·  Admin →
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  7. send a follow-up email/document after document completion

    34 votes

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    Idea  ·  4 comments  ·  Automations  ·  Admin →
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  8. to automate a second document to be sent out once the first document was sent

    31 votes

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    On roadmap  ·  0 comments  ·  Automations  ·  Admin →
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  9. The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    20 votes

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    Idea  ·  4 comments  ·  Automations  ·  Admin →
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  10. Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.

    Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.

    In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…

    19 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. 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

    17 votes

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    1 comment  ·  Automations  ·  Admin →
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  12. 17 votes

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    Idea  ·  7 comments  ·  Automations  ·  Admin →
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  13. 11 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  14. hide the discount column automatically if the discount is 0%

    11 votes

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    1 comment  ·  Automations  ·  Admin →
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  15. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    10 votes

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    Idea  ·  1 comment  ·  Automations  ·  Admin →
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  16. Completed document being sent to a placeholder of a new document

    8 votes

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    1 comment  ·  Automations  ·  Admin →
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    Hello Ksenia,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!

    Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.

    We appreciate your time and looking forward to hearing back from you!

  17. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    8 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  18. Auto-fill sender's signature once the document is signed by the client

    7 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.

    7 votes

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    2 comments  ·  Automations  ·  Admin →
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  20. 7 votes

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    Idea  ·  3 comments  ·  Automations  ·  Admin →
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