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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6048 results found

  1. Invoices with built in due dates, amounts due, and reminders

    The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  2. Security: Admin will receive a notification if a member logs in outside the office

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  3. When a document with a Smart content block is converted to a template, the smart content block should be converted as well

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Add multiple images for each item in Quote Builder at the same time

    Add multiple images for each item in Quote Builder at the same time

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Show documents created via Zapier in Monday.com

    Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. Date of Deletion: Be able to see the date when a document was moved to Trash.

    Be able to see the date when a document was moved to Trash.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Confluence

    Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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  8. Add object number and client name to the Pandadoc tab in Microsoft Team integration to simplify the search process throughout the recently c

    1 vote

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  9. [Global Setting] disable the ability for the clients to forward all existing agreements at once

    [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.

    1 vote

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  11. Option to view/upload the stamp in the mobile app

    • Will allow the user to upload and view stamp in the mobile App
    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  12. Allow user that is not part of workspace to receive notification of approval

    Allow a user not part of the workspace to get notification of approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  13. Option to save email body automatically

    Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Change payment email after Doc is signed

    I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. Ability to autocorrect a letter throughout the document. (MS Word Autocorrect feature).

    Ability to autocorrect a letter throughout the document.

    (MS Word Autocorrect feature).

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Option to restrict access of document without deleting it using API

    Option to restrict access of document without deleting it using API

    1 vote

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  17. Add multiple users to the template automatically vs manually

    Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Save template sequence when template is moved to another workspace and copied to edit it

    1 vote

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  19. automatically add the document owner signature to a document when it is completed by other recipients

    automatically add the document owner signature to a document when it is completed by other recipients

    https://pandadoc.zendesk.com/agent/tickets/466863

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. The option to change the view (select the list view instead of thumbnail images) when a user is adding a content library item

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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