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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. Payment gateway supported in Indonesia such as doku.com

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. The client would like to use payment gateways, but they need to be approved in Israel.

    2 votes

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  3. SwipeSimple payment gateway

    2 votes

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  4. Simply Easier Payments payment integration

    2 votes

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  5. Ability to integrate with Viva Wallet

    2 votes

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  6. Option to integrate Paystack payment gateway

    2 votes

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  7. M-Pesa payment integration

    2 votes

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  8. Once the CLI is updated, update it automatically on a template too

    4 votes

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  9. When a customer pays a percentage of a total amount using the pricing tables (i.e. a 50% deposit when signing a proposal), I'd like the system to automatically create a draft of an invoice for the balance due that I can send at a later date. Or, some other mechanism of easily collecting the remaining 50% due.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. Ability to populate variables with fields' values.

    6 votes

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  11. Would like the automation to send a document based on the choice that a recipient made on the first document

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  12. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. 2 votes

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  14. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. separate icon for templates

    2 votes

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  16. Add the image URL to a variable and then the image will load as the variable once the document is created from the template.

    2 votes

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  17. Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.

    2 votes

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  18. Specifically, we are utilizing the list documents endpoint with the membership_id parameter to retrieve documents associated with each user. While this approach successfully fetches documents created by the user, it does not capture documents where the user has collaborated on others' documents.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  19. Option to copy and paste fields/variables from one template to a new template

    4 votes

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  20. Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format

    3 votes

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    0 comments  ·  Other  ·  Admin →
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