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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6 results found

  1. Schedule Sending documents

    Ability to schedule when to send a document

    224 votes

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    19 comments  ·  Automations  ·  Admin →
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  2. Tokens/Variables in saved messages / email body or subject

    177 votes

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    28 comments  ·  Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  3. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    save template's name when creating a document from a Hubspot deal

    79 votes

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    15 comments  ·  Automations  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    option to send completed documents to a specific email address automatically

    50 votes

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    8 comments  ·  Automations  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. 

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. Send a document after document completion

    send a follow-up email/document after document completion

    45 votes

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    8 comments  ·  Automations  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, documents can be automatically sent after document completion with the use of our automations.

    We hope this releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  6. Set a Saved Message on the template level

    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

    42 votes

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    2 comments  ·  Automations  ·  Admin →
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