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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7161 results found

  1. Options for all members to receive the same notifications as the owner

    6 votes

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    0 comments  ·  Rooms  ·  Admin →
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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!

    • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
    6 votes

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  2. Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."

    6 votes

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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!

  3. 6 votes

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  4. Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)

    6 votes

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  5. 6 votes

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    0 comments  ·  API  ·  Admin →
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  6. 6 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. Bulk send already created draft documents

    6 votes

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  8. Option to add VOID across a document that has already been sent and signed by all parties (and then resend)

    6 votes

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  9. Access to the Template Gallery in the EU domain/server

    6 votes

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  10. Add hourly billing type to catalog products.

    6 votes

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  11. Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  12. Option to update or edit a template/document and dynamically mass update bundled templates/documents

    6 votes

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  13. By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. The ability to become notified when a recipient marks a specific field with a specific option.

    "For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"

    6 votes

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  15. Ability to have a variable for the current date

    6 votes

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  16. Ability to add a custom field column in a Report (such as fields used with integrations)

    6 votes

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  17. Option to disable removing recipients in CC, always keep recipient in CC

    6 votes

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  18. Customer would like the ability to extract data from the actual content of the document

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  19. customize SMS verification

    6 votes

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