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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2993 results found

  1. If the PDF is not flattened, some content can be missed after upload

    20 votes

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    4 comments  ·  Other  ·  Admin →
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  2. When a proposal is completed need to make a PO from there to place an order with a vendor

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Warn document creators that information required by them for fields is missing when sending documents.

    9 votes

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  4. Integration with Payment Gateway GoCardless

    48 votes

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  5. SugarCRM two-way sync

    3 votes

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  6. Copy the page from one document to another.

    17 votes

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  7. Card Details field for Authorize.net.

    16 votes

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  8. 4 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  9. also how to add borders to only one row in a table. like the header row

    14 votes

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  10. Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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  11. At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.

    5 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. 7 votes

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  13. 9 votes

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  14. Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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  15. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    15 votes

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  16. 8 votes

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  17. How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    16 votes

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  18. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 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!

  19. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. 7 votes

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    1 comment  ·  Other  ·  Admin →
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