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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 results found

  1. Schedule Sending documents

    Ability to schedule when to send a document

    251 votes

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

    198 votes

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    31 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. 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

    56 votes

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    8 comments  ·  Automations  ·  Admin →
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  4. 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

    43 votes

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    2 comments  ·  Automations  ·  Admin →
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  5. Auto-update content library item once updated in a document/template

    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…

    39 votes

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    3 comments  ·  Automations  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

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