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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7359 results found

  1. Option to collect payment on the payment gateway

    • will allow the user to view or collect payment within the document
    3 votes

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  2. Ability to have Bulk send analytics results.

    4 votes

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  3. It would be helpful to have the ability to update 'grand_total" in a document using API

    2 votes

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  4. I want to be able to see which merge rules are applied to the Quote builder without checking them in the settings

    1 vote

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  5. I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.

    1 vote

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  6. Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.

    5 votes

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  7. To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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  8. Ability to download PDFs with the document tags from PandaDoc, so they can be tracked outside of PandaDoc that way.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Ability to import information from Excel to pricing tables

    16 votes

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  10. It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
    {
    ...
    document_value: 123456,
    ...
    }

    18 votes

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  11. 15 votes

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  12. Ability to generate a report on the time when the document was signed

    2 votes

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  13. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. Ability to view the background image within the page properties.

    2 votes

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  15. Ability to view payment clicks, or the user who already click the payment button.

    1 vote

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  16. Link Inbox so 2 users can view it.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. add tag to documents automatically via zapier

    3 votes

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  18. 7 votes

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  19. Please add catalogue feature to the mobile app so users can auto populate charts with the catalogue information. I would like to use PandaDocs on my ipad, rather than desktop, but really rely on the catalogue feature for my documents!

    22 votes

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  20. Option to have the signer read the document before signing

    • will allow the sender to have the signer to read all of the pages or specific pages before signing in
    10 votes

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    2 comments  ·  Other  ·  Admin →
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