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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. Link different types of fields

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

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. [Reporting] Ability to download a csv file for sent documents

    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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    2 comments  ·  Documents & Data Management  ·  Admin →
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  3. Manual Payment Selection for Wire and Check Transactions

    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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  4. Option to export payment history

    Option to export payment history

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. Zettle payment integration

    Zettle payment integration

    2 votes

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

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

    2 votes

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  7. Integration with National Bankcard

    Integration with National Bankcard

    2 votes

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  8. Indonesian payment gateway doku.com

    Payment gateway supported in Indonesia such as doku.com

    2 votes

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  9. Israel approved payment gateway

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

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  10. SwipeSimple payment gateway

    SwipeSimple payment gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. Simply Easier Payments

    Simply Easier Payments payment integration

    2 votes

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  12. Viva Wallet integration

    Ability to integrate with Viva Wallet

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  13. Paystack payment gateway

    Option to integrate Paystack payment gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  14. M-Pesa payment integration

    M-Pesa payment integration

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  15. When a customer pays a% deposit on a proposal, I'd like to automatically create a draft of an invoice with the balance due

    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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  16. Ability to populate variables with fields' values.

    Ability to populate variables with fields' values.

    6 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Ability to use/add variables in saved message

    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  18. Automation: Send a document based on the selected choice of a recipient from the first document

    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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  19. Option to adjust the width of rows in a pricing table: make them wider or narrower

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. Centralized storage for the files recipients add to the 'Collect Files' field

    2 votes

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    0 comments  ·  Other  ·  Admin →
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