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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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7484 results found

  1. Add cash as a payment option

    3 votes

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  2. Ability to integrate with Viva Wallet

    3 votes

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  3. 6 votes

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  4. Change document name after document completion

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. 55 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!

  6. Ability to automatically disable forms once a number of signers and payment is reached.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    5 votes

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  9. Use workspace name as a sender when using white-labeling

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  10. Option for recipients to select items from the entire catalog

    2 votes

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  11. 2 votes

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  12. Show payment value at the email sending pop-up when sending document to avoid risk of unassigned payment value

    2 votes

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  13. Customer would like to link the document to Quote record in SalesForce

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. The ability for users to mass-download all of their contacts without needed to reach out to support

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:

    Making the green download button and the "other actions > download" option consistent.

    2 votes

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  16. Apply field properties to all selected fields including:

    • required/optional
    • font size

    Align all selected fields (left, middle right).

    28 votes

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  17. Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.

    1 vote

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  18. add a thumbnail preview underneath the percentage of time spent to know what slide that is.

    1 vote

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  19. Ability to hide the purchase and margin option for certain users.

    1 vote

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  20. Have the ability to download All Documents from all workspaces, without needing to go into each one separately and download them.

    2 votes

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