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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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80 results found

  1. Auto-fill sender's signature once the document is signed by the client

    38 votes

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    2 comments  ·  Automations  ·  Admin →
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  2. 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…

    36 votes

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

    21 votes

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    3 comments  ·  Automations  ·  Admin →
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  4. 21 votes

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    Idea  ·  7 comments  ·  Automations  ·  Admin →
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  5. 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.

    16 votes

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    Idea  ·  1 comment  ·  Automations  ·  Admin →
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  6. 12 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  7. 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.

    11 votes

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    2 comments  ·  Automations  ·  Admin →
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  8. Completed document being sent to a placeholder of a new document

    10 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!

  9. Identify which documents are still waiting to be signed and email it as a report automatically

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    9 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  11. We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    8 votes

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    2 comments  ·  Automations  ·  Admin →
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  12. 8 votes

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    Idea  ·  3 comments  ·  Automations  ·  Admin →
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  13. Route CRM generated documents into PandaDoc folders

    8 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  14. Ability to set a default CC'd recipient email for all documents

    7 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. automatically change document status to Completed

    7 votes

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    3 comments  ·  Automations  ·  Admin →
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  16. Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  18. Ability to automatically forward documents sent to you to any of your PandaDoc account users.

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. 6 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. Have the pricing table tax automate based on a zipcode within the document

    6 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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