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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2989 results found

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

    15 votes

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  2. 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

  3. Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.

    17 votes

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    3 comments  ·  Other  ·  Admin →
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  4. 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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  5. 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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  6. 4 votes

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  7. Create a PandaDoc Room when deals reach a certain stage in HubSpot

    3 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. Right now we send out hundreds of PandaDoc's out each day. We have a sequence in HubSpot that auto emails the prospect that the will receive a proposal via PandaDoc the next day. Right now our sequence creates a task for each client to send the PandaDoc. It's all the same document. It sure would save a lot of time if we could automate the sending of the PandDoc.

    4 votes

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  9. 7 votes

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    1 comment  ·  Other  ·  Admin →
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  10. The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.

    2 votes

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  11. Group manually completed documents in one folder or create a tag for them by default

    4 votes

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  12. 71 votes

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    13 comments  ·  Other  ·  Admin →
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  13. When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example

    6 votes

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  14. 4 votes

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  15. 7 votes

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  16. When Offer status in Greenhouse changes to Rejected - automatically mark document as Declined in PandaDoc

    2 votes

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  17. 4 votes

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  18. Have the ability to add in SMS verification to bulk send

    5 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!

  19. 4 votes

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  20. Option to replace the Home page in a Room with another template without having to create a new Room from scratch.

    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!

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