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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Option for Admin role to access Billing page of the account

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Ability for radio button default to reduce from x2 to x1 or add it as 1 at a time.

    1 vote

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  4. Will allow the user to send 2 separate emails to the Approval Groups

    1 vote

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    1 comment  ·  Approvals  ·  Admin →
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  5. 1 vote

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  6. 1 vote

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  7. Option to have PandaDoc Notary in Canada

    1 vote

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    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!

  8. Hi,

    I would like API and Integrations on Kartra because we mostly use this software for funnels, website building and pretty much everything digitally.

    Would be nice to have this integrations.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. When a contract is completed, I want to upload it to a new client folder on Google Docs. Pandadoc would need to be able to take the Deal Name from HubSpot, know the folder it has to go into in Google Docs (set in advance) but create a new folder based on the HubSpot deal name and save the new contract there.

    1 vote

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  10. Ability to integrate Pebblerei CRM

    1 vote

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  11. Option for our app to have health history form
    for the health service providers.
    eg: Dentist, Doctors, etc.

    1 vote

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    • the feature will allow the user to input negative numbers eg: [variable c]=[variable a]-[variable b]
    1 vote

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  12. Option to update Google Sheets with the document status to see which recipients completed the document

    1 vote

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  13. For PandaDoc API functionality to have a functionality in PandaDoc to capture the geo location when a document is electronically signed

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. 1 vote

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  15. original sender's message to be forwarded using the email delivery method in sending the document

    1 vote

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  16. 1 vote

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  17. Use Saved Messages when sending invites for Notary Sessions

    1 vote

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  18. Move a document from one workspace to another upon an event.
    For example, an organization wants a separate workspace for all their executed contracts to make sure only people with permissions can access those.
    An automation that would move a contract upon Completion to a certain workspace would achieve that.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  19. 1 vote

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    0 comments  ·  Other  ·  Admin →
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