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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2988 results found

  1. Allow the approvers to initial/sign at the approval stage.

    3 votes

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  2. The customer was facing an issue editing the recipient's email address on the document. They're only seeing the email address box turn red but they're not sure what the issue was until I advised them to edit the email address in the Contacts.

    3 votes

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  3. Customer would like to have a SalesForce automation to create document based on the conditions of the Opportunity

    4 votes

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  4. In-app/push notifications, for example, when the client opens a document/completes a document

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  5. Ability to set up Approval by working hours of the approver (so that if they are ooo - the approval is not required)

    3 votes

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  6. We need the product description to map from Pandadocs into Quickbooks without it updating the Product library in Quickbooks

    1 vote

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  7. We, like many school districts or companies around the nation need to print out the contract after someone signs it. Since Pandadocs has redesigned the signage page, we now have to print out 2 pages, just for the electronic signage data trail, which is a pain. This was not the case in 2024, as I have been doing employee contracts like this for years via Pandadocs.

    1 vote

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  8. Option to have MM/DD/YY format instead of MM/DD/YYYY

    2 votes

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  9. Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.

    2 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!

  10. Collect and Encrypt credit card details with Chase payments through Salesforce

    2 votes

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  11. Sales handoff to onboarding and project management:
    automation: when a document is in "completed" status, tigger to create a room from a room template

    2 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!

  12. Pull the document completion date (when all recipients have completed the document) into HubSpot from PandaDoc.

    2 votes

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  13. Ability to use the same email on different roles in API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  14. When using PipeDrive, the deal owner should be automatically assigned to the template role

    2 votes

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  15. Ability to use Klarna as a payment method via Stripe-connected accounts.

    4 votes

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  16. Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 votes

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    0 comments  ·  Other  ·  Admin →
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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!

  17. This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    26 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!

  18. Add the option to use "Zeller" as a payment method

    1 vote

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  19. Hey ! In my opinion, it would be a good idea to add a margin and padding option for the page header, because when you make quotations and the automatic page break occurs, if you download the PDF it doesn't look good on the following page because the content sticks to the header, which can give a bad image of the company to potential future customers.

    1 vote

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  20. TheKey is primarily handling ACH payments with varying amounts and is looking for a PCI-compliant solution.

    Versapay is important to them because it is a payment processor that they are interested in integrating with PandaDoc, as their current data collection process is different from what PandaDoc's Payments app can handle.

    3 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!

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