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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6441 results found

  1. Option for Pipedrive 2 way sync

    33 votes

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  2. Option to make 2 rows as a header in the table so these 2 rows are shown on the new page in case of page break

    15 votes

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  3. Card details field for PayPal, QuickBooks, Authorize.Net and Square

    28 votes

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    6 comments  ·  Payments  ·  Admin →
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  4. Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.

    25 votes

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    6 comments  ·  Other  ·  Admin →
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  5. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 votes

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  6. Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    15 votes

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  7. I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.

    21 votes

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  8. I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.

    68 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!

  9. Be able to pass other contact information from the document into Stripe, such as recipient name and address.

    18 votes

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    7 comments  ·  Payments  ·  Admin →
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  10. 10 votes

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  11. The ability for users with multiple PandaDoc accounts to copy their templates and documents across accounts.

    9 votes

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  12. Add the ability to select multiple content blocks to move, delete, copy/paste them in one go

    13 votes

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  13. The option to send the documents from two or more email addresses with one user profile.

    6 votes

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  14. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  15. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    10 votes

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    2 comments  ·  Other  ·  Admin →
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  16. Ability to align text with Column Titles

    6 votes

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  17. Set expiration date when uploading the document

    18 votes

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  18. Option for recipient to approve or decline the document from the email they receive

    5 votes

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  19. Customer would like the word docx and Google docx to follow the format when being uploaded to the platform

    10 votes

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  20. Ability to change each individual background color for quote builder

    7 votes

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