Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    39 votes

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  2. It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.

    This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.

    2 votes

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  3. Should be possible to send a doc and take a ZERO payment

    5 votes

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  4. Approvals based on who created the document. For example, if person A creates the doc --> person B is the approver; but if person C created the doc --> person D is the approver.

    3 votes

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  5. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    68 votes

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  6. Reminders should be stopped as soon as a Deal with a linked PandaDoc document is marked as Lost.

    3 votes

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  7. if a recepient selects ACH payment -> then he needs to fill in these fields;
    if a recepient selects CC payment -> then he needs to fill in those fields

    radio buttons with conditional logic

    393 votes

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  8. ability to drag and drop clients info using fields that will be prefilled automatically, not Text fields that you should fill out

    4 votes

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    0 comments  ·  Fields  ·  Admin →
  9. replace a particular variable from all my templates all at once

    5 votes

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  10. We provide financing options for our products and services. Currently, we need to manually multiply the Total Amount by the payment factor. For example, if the total amount is $7500 and someone wants to know what their monthly payment will be for 60 months at 6.99%, the payment factor is the Total amount multiplied by 0.0198. This gives you a monthly payment of $148.50 per month.

    With the ability to have options within the pricing table, the total amount can change, thus making it nearly impossible to come up with every monthly payment option for multiple finance options.

    Having a…

    3 votes

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  11. 3 votes

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  12. Should be possibility to start a bundle when creating a document bundle from Salesforce

    3 votes

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  13. Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    5 votes

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  14. Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.

    2 votes

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  15. Option for column totals in the pricing table

    2 votes

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  16. 83 votes

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  17. Make it possible to "Link" to other places within the document, including mirroring the text. Example linking to a section, that can change numbering or name during a process - This minimizing the need to doublet tjek internal referencing and link. This feature has always been in Word and Google Doc.

    2 votes

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  18. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    4 votes

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  19. 172 votes

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  20. Automatically download the attachments when opening the fiels added to collect files field

    24 votes

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