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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6974 results found

  1. set currency based on pricing table currency when pulling items from the Catalog

    3 votes

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  2. The ability to add in templates that were created but not used/converted into documents into the reporting feature.

    5 votes

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  3. Power Automate integration

    9 votes

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  4. Integrate PandaDoc with LimeSurvey

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  5. Customer would like to have an option to delete all info on the fields all at once.

    2 votes

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  6. Linked product groups within the pricing table.

    2 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Product Bundles


    You can reach to our support team, your associated CSM or AM for more details about PandaDoc CPQ and Product Bundles.

  7. I want to be able to group check box fields to require one checkbox to be selected in the group.

    Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.

    You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.

    We would like to make sure that the recipient does select at least one check box in the group before moving on.

    A…

    91 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!

  8. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    7 votes

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  9. Example: Ability to link a checkbox field to a text field.

    1 vote

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  10. download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    5 votes

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  11. I want to use the payments but manually select when they were received for customers that wire transfer payment, or pay with check. We sell large machinery (100k and above) so credit card payments are useless for us

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  12. Option to export payment history

    2 votes

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  13. Zettle payment integration

    2 votes

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  14. Option for E-Transfer or Visa Request for One-Time Payment

    2 votes

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  15. Integration with National Bankcard

    2 votes

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

    2 votes

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  17. The client would like to use payment gateways, but they need to be approved in Israel.

    2 votes

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  18. SwipeSimple payment gateway

    2 votes

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  19. Simply Easier Payments payment integration

    2 votes

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  20. Ability to integrate with Viva Wallet

    2 votes

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