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  1. Schedule Sending documents

    224 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    jack.lavender commented  · 

    OR, what if we could send the REMINDERS at a specific time?

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    jack.lavender commented  · 

    We have discovered a significant difference in the time required to get a signature if we send documents very early in the morning. Our clients are schools and if we're at the top of the inbox when principals arrive to school, we get signatures quickly. Once the children start arriving, the principal is completely consumed and the best we can hope for is that we get a signature by the end of the day. Usually it's the next day. It is, literally, 16-18 hours difference on average which then impacts our ability to invoice and, by extension, hurts our cash flow.

  2. word wrap options once added in the radio button field

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    jack.lavender supported this idea  · 
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    jack.lavender commented  · 

    This seemed like an obvious one to me, until I couldn't do it. It would also be nice to have the option to vertically center the radio button for situations where the descriptions are different lengths for different buttons.

  3. Tokens/Variables in saved messages / email body or subject

    176 votes

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.