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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7203 results found

  1. When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  2. add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.

    1 vote

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  3. Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.

    3 votes

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  4. If the PDF is not flattened, some content can be missed after upload

    18 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  5. 1 vote

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  6. Improving the quality of how the PDF is displayed when creating documents from a PDF via API. As of the moment the PDF in the generated PandaDoc document looks a little bit blurry due to the fact that once the document is created from a PDF via API, the PDF is converted to an image so that for the purpose of preserving all the data within the PDF and correspondence of fields placement in the generated PandaDoc document, and thus the quality is affected to some extent

    1 vote

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  7. 24 votes

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  8. Make available PDFs more than 25 MB be attached to the notification and delivered to the client.

    3 votes

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  9. 5 votes

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  10. customize the outgoing message based on template

    8 votes

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  11. 1 vote

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  12. label documents as wet signature completed

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. Integration with Payment Gateway GoCardless

    42 votes

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  14. option to change checkboxes from True/False to numerical values instead, ie. 1 and 0 when exporting data from PandaDoc docs via Zapier

    2 votes

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  15. Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    27 votes

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    Idea  ·  10 comments  ·  Integrations  ·  Admin →
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  16. Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.

    Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.

    3 votes

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  17. 2 votes

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  18. When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link

    1 vote

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  19. Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. 3 votes

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