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23 results found

  1. Collect Card Details without Payment Integrations

    29 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    An error occurred while saving the comment
    AdminCorey Purves (Admin, PandaDoc) commented  · 

    To send credit card information for credit card change forms, we need PCI compliance

  2. Send the document automatically after approval

    107 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. 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.

    An error occurred while saving the comment
    AdminCorey Purves (Admin, PandaDoc) commented  · 

    Send the proposal automatically after it's approved in approval workflow.

  3. Categorize / Group PandaDoc contacts

    38 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminCorey Purves (Admin, PandaDoc) commented  · 

    Have contacts in PandaDoc grouped by a specific group name.

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