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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7283 results found

  1. 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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  2. right now you can only merge rows but not columns

    6 votes

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  3. 6 votes

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    0 comments  ·  API  ·  Admin →
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  4. 6 votes

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

    6 votes

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  6. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    6 votes

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  7. 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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  8. 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. Custom roles: Ability to create automations without accessing the WS docs.

    Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.

    6 votes

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  19. 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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  20. customize SMS verification

    6 votes

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