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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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7351 results found

  1. Having the option to disable to upload file option within the PandaDoc editor
    for end-users to not be able to add new documents

    1 vote

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  2. Bringing back the value to the Home Tabs

    1 vote

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  3. Ability to add all catalog products into the pricing table.

    1 vote

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  4. Option to apply discount to the line item tax total

    1 vote

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  5. BambooHR integration: List active and not active employees.

    1 vote

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  6. Ability to add more than 20 collaborators for an additional charge.

    4 votes

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  7. conditional fields - add more fields per rule, beyond 100 can be selected

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674

    Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.

    3 votes

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  9. New integration: Clover Payment gateway

    10 votes

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  10. ACH payments via Stripe for non-US accounts/non USD accounts

    7 votes

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  11. Integration with Dynamics 365 Business Central

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.

    6 votes

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  13. Customer would like PD to remember the CSV file that they previously use before in bulk send

    1 vote

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    • Will allow the user to export the email of the recipients using the Reporting feature
    1 vote

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  14. Option to set up a condition rule based on several variables, for example, if variable A has value A and B has B, the content will be populated

    11 votes

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  15. adding tags to multiple documents

    13 votes

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  16. When uploading a long contract, it does not insert page breaks automatically. When I want initials at bottom of each page, it makes it impossible without manually chopping it up myself which is difficult. I would like for a word file to import with exact same format and page breaks.

    5 votes

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  17. 12 votes

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  18. 10 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.

  19. automation that will allow anything added in the Quote section of Salesforce to pull through to PandaDoc

    5 votes

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