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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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7515 results found

  1. It would be good if the template name that was used could be included in the audit trail

    1 vote

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  2. Have the ability to import new Users via a CSV

    2 votes

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  3. receiving email updates when people in my company joins panda doc

    2 votes

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  4. Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

    https://pandadoc.zendesk.com/agent/tickets/455389

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  6. I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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  7. To have an ACH payment flow (recipient guide) for instant Verification

    4 votes

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  8. Ability to use recurring payments on template level (so all documents will inherit that recurring payments setting) without using product catalog

    1 vote

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  9. Ability to add a checkbox without the need to assigning a role.

    1 vote

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  10. Customize footer page numbers, font size, font color and margins and padding

    79 votes

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    Not Planned  ·  Katie Hudson responded

    Hi there! Thank you for submitting your idea.  Unfortunately, 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!

  11. Would like the option for the recipient to manually notify the sender of document completion.

    2 votes

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  12. In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality

    2 votes

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    0 comments  ·  API  ·  Admin →
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  13. Ability to use both passcode & sms verification at the same time on a document

    1 vote

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  14. 1 vote

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  15. Ability to set up data merge for documents in Zapier.

    1 vote

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  16. Limit the list of domains from which API requests are being sent

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. The option to re-open approved/rejected suggestions, like with comments.

    1 vote

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  18. The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.

    1 vote

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  19. Ability to choose pricing recurring billing period from annually to 2 years or more.

    3 votes

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  20. 3 votes

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