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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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7316 results found

  1. Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. integration with coda.io

    2 votes

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  3. When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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  4. When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  5. Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  6. Receive only the completed document notification to the pre-assigned email in Form

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    2 votes

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  8. This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.

    2 votes

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  9. Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)

    2 votes

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  10. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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    1 comment  ·  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!

  11. It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    15 votes

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  12. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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  13. My clients like to get a PDF of the document to share. The PandaDoc link is great for execution, but with proposals they like to send it around to others to look at and markup for negotiations. It would be great if I could "send" it then an email automatically pops up in Gmail to send them with my signature.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  14. Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.

    1 vote

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  15. Payment Integration with Flywire

    3 votes

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  16. 3 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. Ability to use fractional numbers within the QTY column in the quote builder

    4 votes

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  18. Access to the Template Gallery in the EU domain/server

    7 votes

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  19. 4 votes

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  20. Customer would like the template tags to be display in the HubSpot document card (in PandaDoc module) when a document is created from the specific template.

    2 votes

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