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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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7331 results found

  1. true two way sync where dates sync back too (i.e. signature date)

    5 votes

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  2. Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

    Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

    65 votes

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    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  3. 73 votes

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  4. How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    27 votes

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  5. a way to export the custom role permissions into excel file

    2 votes

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  6. There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    10 votes

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  7. Integration with JazzHR

    1 vote

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  8. Be able to support Google Drive or MS OneDrive videos instead of just youtube/wistia

    2 votes

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  9. Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    7 votes

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  10. Option to apply a discount to all the pricing tables at once

    4 votes

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  11. 3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  12. 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.

    66 votes

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

    15 votes

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

    1 vote

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  16. 2 votes

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  17. 5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  18. 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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  19. I would like the recipient reply more than one emails when replying notification email.

    4 votes

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  20. Ability to add the Fontawesome icons to documents/template

    1 vote

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