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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7206 results found

  1. Resize other blocks as an image block

    Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Send document download to other party

    A feature to add users who may need to download a completed document that aren't in the signing or sender parties.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. We need to customize the completed document when downloaded it can be with or without footer

    We need to customize the completed document when downloaded it can be with or without footer

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Page Breaks Between Fields

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Add pricing amount to payment app via Zapier

    5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. Hiding the banner of the document when embedding through an iFrame

    Hiding the banner of the document when embedding it through an iFrame

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. Replying notification email

    I would like the recipient reply more than one emails when replying notification email.

    4 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Fontawesome icons

    Ability to add the Fontawesome icons to documents/template

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Limit credit card options

    Limit credit card options that customer can select from when using CC to pay invoice

    3 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  10. 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.

    65 votes

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    10 comments  ·  Recipient Experience  ·  Admin →
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  11. separate view for company details

    Should be a separate tab with my company info, name and VAT number
    in settings there is not a section for my company at all

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. 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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  13. 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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  14. ATS

    Intergrations with ATS, (Paycor)

    3 votes

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

    9 votes

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

    PandaDoc Integration with Airtable

    28 votes

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

    14 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  18. [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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  19. 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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  20. 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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