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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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7332 results found

  1. Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. Ability to share a document link with non-recipients

    7 votes

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  3. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.

    2 votes

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  5. Formstack integration

    2 votes

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  6. Xendit - Payment Gateway

    2 votes

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  7. Away to display UNIX data formats on PandaDoc as a date

    2 votes

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  8. Netcash payment gateway

    2 votes

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  9. Ireland pay integration

    2 votes

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  10. Manually change document status to Incomplete

    1 vote

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  11. Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table

    "To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"

    The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.

    1 vote

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  12. It would be great if the tasks in the Rooms are able to link with documents. When documents get signed, or payments are made.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  13. Card details field - option to add more fields to fill in additional card information

    2 votes

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  14. 2 votes

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  15. The ability to place/map products on a document rather than only being able to map them to the pricing table.

    2 votes

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  16. A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers

    2 votes

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  17. Ability to let Recipients upload documents to a Room

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
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  18. 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

    3 votes

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

    1 vote

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  20. Support GIFs Display in Public View for Mobile App/Mobile Web.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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