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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7204 results found

  1. 40 votes

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  2. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  3. Immediate payment option in billing page

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Finnish localization.

    9 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  5. inDesign compatibility

    3 votes

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  6. Payment link to be mandatory in PandaDoc( like a button)

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  7. My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Bulk change document owner ability

    3 votes

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  9. Ability to Bulk Send from CRM

    26 votes

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    Idea  ·  5 comments  ·  Integrations  ·  Admin →
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  10. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    21 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  11. When selecting to print a document, instead of printing the entire contract, have the ability to select a page or a range of pages. Ex. page (7) or range of pages From "x" to "y" (3-5)

    Some documents can be very large and the print option can take a long time to turn results. Selecting a specific page or range of pages would be helpful.

    3 votes

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  12. 3 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  13. Lost a 100 user customer due to not having a direct integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. need to separate out each document into it's own pdf.

    1 vote

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  15. Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page

    1 vote

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  16. Integration with ArchiOffice
    ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. At the moment a user with a member role do not have access tot he eam, therefore, can't find out account owner/admins

    1 vote

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  19. Possibility to change subtotal/total manually.

    36 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. The administrator could restrict workspace users from changing some recipients when sending documents.

    2 votes

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