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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7104 results found

  1. Allow reporting to be viewed by all members of team

    Add an option so that all members of the workspace (not just managers) can access reporting.

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Include Salesforce opp link in approve notification

    Include the link to related to the document Salesforce notification in approval email.

    4 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  3. ATS

    Intergrations with ATS, (Paycor)

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Direct Debit payments with the Stripe integration

    9 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  5. Airtable

    PandaDoc Integration with Airtable

    28 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  6. Text blocks with several columns of text

    14 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. [Search] more Template filters

    Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  8. Only checked items in Pricing table to be passed to Xero invoice (Zapier)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Improve the API capabilities for Forms (need full feature parity with embed js in ev1)

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  10. Gratitude/Tips on Invoices

    We should always have the ability to add gratitude/tips to invoices.

    Better to have the option there and available should anyone want to tip rather than not having it at all.
    A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.

    Thanks for reading!

    3 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Lever

    PandaDoc integration with Lever (HR Recruiting software/CRM)

    18 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  12. Payment required to complete the document

    Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    64 votes

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    10 comments  ·  Recipient Experience  ·  Admin →
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  13. The option to skip an approver if needed.

    I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    14 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  14. Variables working with Dropdown fields / Drop-down value for Variables

    "I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "

    8 votes

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    Idea  ·  3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Ability to drag/move Support Chat Icon

    Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.

    9 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  16. Option to test payment on a document using Stripe (sandbox)

    Customer would like to test using Stripe (if it is possible without using their card for payment)

    28 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  17. hide sections mapped from Salesforce

    An ability to hide the sections (not delete) mapped from Salesforce

    4 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Forms workflow: embed form link to the document

    Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  19. Customize Padding for Several Blocks at Once

    Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    9 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  20. Document background image in Ev2

    55 votes

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    7 comments  ·  Content Editing & Design  ·  Admin →
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