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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7202 results found

  1. The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    29 votes

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    5 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, 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

  2. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. Crazy that an Administrator has to unlock the section, edit, then relock.

    1 vote

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  4. 2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  5. Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    13 votes

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  6. 3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Make the signatures and initials within the fields larger, or enable a setting that allows the size of signatures/initials to be adjusted.

    14 votes

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  8. 3 votes

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  9. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    11 votes

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  10. Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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  11. Ability to provide a mobile version when embedding a document through an iFrame

    3 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  12. 10 votes

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  13. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 1 vote

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  15. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  17. Warn document creators that information required by them for fields is missing when sending documents.

    6 votes

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  18. add TransferWise for payment option in PandaDoc

    2 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  19. 2 votes

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  20. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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