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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. PayU integration

    2 votes

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  2. 2 votes

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  3. There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    7 votes

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  4. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.

    2 votes

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  6. Formstack integration

    2 votes

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  7. Xendit - Payment Gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Away to display UNIX data formats on PandaDoc as a date

    2 votes

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  9. Netcash payment gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. Ireland pay integration

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. Manually change document status to Incomplete

    1 vote

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  12. Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table

    "To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"

    The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.

    1 vote

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  13. It would be great if the tasks in the Rooms are able to link with documents. When documents get signed, or payments are made.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  14. Card details field - option to add more fields to fill in additional card information

    2 votes

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  15. 2 votes

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  16. The ability to place/map products on a document rather than only being able to map them to the pricing table.

    2 votes

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  17. Report that shows who in PandaDoc contacts had already received quotes

    2 votes

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  18. A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers

    2 votes

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  19. Ability to let Recipients upload documents to a Room

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
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  20. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    23 votes

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