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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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  1. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. 2 votes

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  3. 5 votes

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    3 comments  ·  Automations  ·  Admin →
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  4. Global admin setting to update all users profile images to the company logo and prevent users from updating the image.

    They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.

    Global branding for their company

    5 votes

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  5. 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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  6. 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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    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!

  7. 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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    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. 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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  9. 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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    0 comments  ·  Other  ·  Admin →
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  10. 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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  11. 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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  12. It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    15 votes

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

    21 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    You can configure Stripe payments methods on Stripe side directly.

    For more information, please check the link below:

    Payment method configurations

  14. Payment Integration with Flywire

    3 votes

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  15. 3 votes

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

    4 votes

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  17. Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.

    3 votes

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  18. Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.

    3 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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