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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7144 results found

  1. 15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  2. can pandadoc to integrate with "Wave" an invoicing / payment platform

    4 votes

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  3. Prefill fields on the form when it opens.

    13 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. option to setup a fillable field for date that will auto fill the date that the client opened the link

    16 votes

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  5. is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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  6. Notification once a user turns off the Email Attachment.

    1 vote

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  7. ability to print forms

    10 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  8. Integration with CardX as a payment gateway

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. The PDF looks pretty good, but I always have to apologize for it when clients grab it, as the header and footer seem to cover up the content awkwardly.

    12 votes

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  10. Have an option to change timezone of the application to AEST.

    92 votes

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  11. 1 vote

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  12. 1 vote

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  13. I have to type a paragraph or more into some variable fields each time I send an estimate. I realize that there are other text field options, but variable was used on purpose for formatting reasons. Please make the text box expandable so that I dont have to select and scroll back through the text each time I need to edit, its a nightmare!

    8 votes

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  14. Check the Box will make the text field next to it as a requirement.

    2 votes

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  15. Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.

    2 votes

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  16. Quick view for pending documents needs to sign

    5 votes

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  17. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options


    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  18. If the variable value is empty in CRM pull the empty value instead of displaying the variable.
    Avoid yellow fields in the document if the value is empty in CRM.

    29 votes

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  19. ability to see the line subtotal for 1 product (if there are more in 1 in qty column)

    1 vote

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  20. WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)

    1 vote

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