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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7271 results found

  1. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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  2. 1 vote

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    0 comments  ·  API  ·  Admin →
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  3. It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.

    3 votes

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  4. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.

    1 vote

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  6. 1 vote

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  7. Ability to access and delete from the inbox on mobile

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  8. A simple, unintrusive banner that can be turned on or off at the bottom of forms where it clearly shows the mark - HIPAA Compliant.

    2 votes

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  9. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Add multiple images for each item in Quote Builder at the same time

    1 vote

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  11. 2 votes

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  12. Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

    1 vote

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  13. Be able to see the date when a document was moved to Trash.

    1 vote

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  14. 2 votes

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  15. Landscape view in Phone App

    1 vote

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    1 comment  ·  Mobile  ·  Admin →
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  16. Rich text roadmap for salesforce integration.

    3 votes

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  17. We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    3 votes

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  18. Ability to set the custom sender name in API as a company name or some name that's not related/linked to the actual sender or any of PandaDoc users.

    11 votes

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    1 comment  ·  API  ·  Admin →
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  19. 50 votes

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    Hi Pandas,

    I hope this message finds you well. I'm excited to let you know that we're actively working on enhancing our Monday.com integration.


    We're aware of some existing limitations and are currently developing solutions to address these issues.

    Before we proceed, I'd like to validate our ideas with you to ensure they meet your needs. Could you please use my calendar to schedule a meeting at your convenience?

    https://calendar.app.google/pHa6Xud82oexdoyv6


    During our discussion, we can explore these proposed solutions and gather your feedback.


    Looking forward to your input and working together to enhance your experience with our integration.

    Thanks, Alex.

  20. Option to have a Lawyer to review the document before it was sent.

    7 votes

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