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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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5358 results found

  1. Option to bundle several templates from the Template tab under Rooms

    2 votes

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    0 comments  ·  Rooms  ·  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!

  2. 4 votes

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  3. Group a set of fields and require the recipient to fill in one

    3 votes

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  4. 2 votes

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  5. Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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  6. for the option to have volume-based pricing model
    it would be great to have scale based pricing model

    this can help keep a fixed number
    50
    100
    150
    500

    this would help our team not stray away from packages that we have.

    right now we would have to create a package per QTY

    0 votes

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  7. A document will generate only once from the same recipient email.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. A more clear and transparent process for switching a Guest license to a Standard license, f.e. when you add a Collaborator with editing permission and their license will be Standard instead of Guest

    1 vote

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  9. Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    3 votes

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  10. Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.

    9 votes

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  11. When payment integration is enabled, the ability to just set value to 0 - allowing no payment to be made. Rather then having to remove the payment integration.

    4 votes

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  12. 8 votes

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    0 comments  ·  API  ·  Admin →
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  13. Ability to run a report that shows which templates/folders have been shared and to which workspaces.

    1 vote

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  14. Zendesk Automation: Create a document once there's a new ticket submitted. The data from the ticket will be transferred to the PandaDoc Document

    2 votes

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  15. Set expiration date when uploading the document

    18 votes

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  16. 2 votes

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  17. 2 votes

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    0 comments  ·  Rooms  ·  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!

  18. Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)

    6 votes

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  19. Quote builder to be available in Make.com, Zapier, Workato

    28 votes

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  20. Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.

    Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.

    I tried setting…

    1 vote

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