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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6460 results found

  1. My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"

    2 votes

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  3. Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.

    2 votes

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  4. Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel

    2 votes

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  5. Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.

    2 votes

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  6. 2 votes

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  7. 2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Ability to mass delete product images in the catalog without deleting the products

    2 votes

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  9. removal of approval workflow in the audit trail after document completion

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. 2 votes

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  11. Manually change the document status from Paid to Declined

    2 votes

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  12. possibility of having the fields automatically relocate to the correct position when a new row is added

    2 votes

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  13. 2 votes

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  14. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Show a document status on the downloaded PDF

    2 votes

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  16. Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.

    It would be good if folders with the key word in titile were showing in the search results as well.

    2 votes

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  17. Here is a use case for a form with an optional second signer.

    Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  18. 2 votes

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  19. Pay with Stripe without being redirected to a Stripe hosted payment page.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  20. Option to disable or customize this prompt (by adding custom team options) when a new user joins.

    2 votes

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