Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Is there a way to have the editing tools displayed on the left side of the document instead of on the right hand side?

    1 vote

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  2. 2 votes

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  3. Automatic creation of blank page when the text leaves the borders of the previous page (Ev2).

    2 votes

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  4. 2 votes

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  5. 2 votes

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  6. A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  7. Possibility to change sequence number after the document has been sent.

    3 votes

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  8. 3 votes

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  9. 1 vote

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  10. Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  11. Option to use Payment block without configured gateways.

    3 votes

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  12. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    3 votes

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  13. 3 votes

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  14. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  16. Auto-sort from highest price to lowest in the pricing table.

    3 votes

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  17. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. Customer: evan@royalstone.ca
    MRR: $372.16

    I think the in-person signing experience when there’s a payment involved is very consuming and requires more steps than really necessary.

    If you try it out, you’ll see for yourself. The payment processors ask for way too many details and are not required on their own standalone apps. For example, on the Square app, all that is required is the credit card details. Using the Square on PandaDoc requires first name, last name, email, address, postal code, country, credit numbers.

    It’s very time consuming and is not a seamless experience. Most times, the payment doesn’t even…

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    3 votes

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  20. The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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