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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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7582 results found

  1. QR code directing to payment within a document

    1 vote

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  2. 2 votes

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  3. Ability to choose on the template level which pricing table defaults as the document value

    2 votes

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  4. Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
    example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
    As of now, it's too many steps to click and export a report.
    He'd like to have an actionable item from that screen as well.

    example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.

    3 votes

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  5. Have the ability to filter documents by contacts.

    3 votes

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  6. Pricing table columns to reflect pricing with/without discount

    3 votes

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  7. have more than 1 signer to use Qualified electronic signature (QES)

    A document with a qualified electronic signature can’t have more than one signer.

    https://pandadoc.zendesk.com/agent/tickets/436063

    33 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  8. 5 votes

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    0 comments  ·  API  ·  Admin →
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  9. Will allow the user to import Product bundle from the CRM

    5 votes

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  10. Move folders through API. Ability to download the folder and/or archive into subfolders.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  11. Option to use recipient groups when sending documents via bulk send

    2 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!

  12. 3 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Sign all signature fields separately (without automatic filling with the previous signature field's value).

    1 vote

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  14. Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024

    1 vote

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  15. Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from

    5 votes

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  16. Import colors from Google

    2 votes

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  17. Option to use document forwarding when the recipient verification is enabled

    1 vote

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  18. 5 votes

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  19. PandaDoc module for BambooHR

    2 votes

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  20. disable the ability for the recipient to decline a document

    7 votes

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