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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6428 results found

  1. The signed document can be added as PandaDoc document to a new document which is not signed.

    https://pandadoc.zendesk.com/agent/tickets/403225

    2 votes

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  2. Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    2 votes

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  3. Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
    So you do not want to have them all within one document but attached somehow to send them altogether?
    yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
    Like a on boarding…

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. a separate Send action in Zapier

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. If the Form Primary Recipient's email already exists under the workspace contact list, the name of the Form Owner is used to send an email to the Secondary recipient inviting them to sign the document. Instead, the system should always use the name of the Primary Recipient.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. 2 votes

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  9. 2 votes

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  10. 2 votes

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  11. Subtotal options when working with multiple pricing table blocks - be able to tick some of the blocks and reflect their subtotals

    2 votes

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  12. Graphical representation reporting - pie charts and other visuals

    2 votes

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  13. 2 votes

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  14. 2 votes

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  15. triggers to login process after typing username and password and then clicking/pressing ENTER

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. two unit prices per item in pricing table

    2 votes

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Would you be so kind as to elaborate on how you’d like this feature to work for you? This would be really helpful for us to understand your use case more clearly if you could provide some more details on your feature request.

    Thank you so much for your time! Have a wonderful day!

  17. Our team members are not that good with the English language and so we would like to have an option to translate the platform's language from English to Thai.

    2 votes

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  18. 2 votes

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  19. 2 votes

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  20. For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document

    2 votes

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    0 comments  ·  API  ·  Admin →
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