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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7204 results found

  1. RazorPay Payment Gateway

    2 votes

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  2. It would be very helpful to have the ability to use reporting based on when the signature was created and how long it is valid

    1 vote

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  3. when sending the document - display option to "refresh the table of contents"

    similar to when you send a document with variables empty - you are notified.

    Please either automatically "refresh table of contents" or prompt to notify asking if use would like to Refresh.

    5 votes

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  4. set currency based on pricing table currency when pulling items from the Catalog

    3 votes

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  5. The ability to add in templates that were created but not used/converted into documents into the reporting feature.

    5 votes

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  6. Integrate PandaDoc with LimeSurvey

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Customer would like to have an option to delete all info on the fields all at once.

    2 votes

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  8. Linked product groups within the pricing table.

    2 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Product Bundles


    You can reach to our support team, your associated CSM or AM for more details about PandaDoc CPQ and Product Bundles.

  9. It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    26 votes

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

    1 vote

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  11. 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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  12. 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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  13. Option to export payment history

    2 votes

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  14. Zettle payment integration

    2 votes

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

    2 votes

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  16. Integration with National Bankcard

    2 votes

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  17. Payment gateway supported in Indonesia such as doku.com

    2 votes

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

    2 votes

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  19. SwipeSimple payment gateway

    2 votes

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  20. Simply Easier Payments payment integration

    2 votes

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