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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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7425 results found

  1. 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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  2. Integrate PandaDoc with LimeSurvey

    3 votes

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

    2 votes

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  4. 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.

  5. Ability to create different contacts with the same email address (shared email address)

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  6. Example: Ability to link a checkbox field to a text field.

    1 vote

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  7. 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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  8. 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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  9. Option to export payment history

    2 votes

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  10. Zettle payment integration

    2 votes

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

    2 votes

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  12. Integration with National Bankcard

    2 votes

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

    2 votes

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

    2 votes

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  15. SwipeSimple payment gateway

    2 votes

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  16. Simply Easier Payments payment integration

    2 votes

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  17. Option to integrate Paystack payment gateway

    2 votes

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  18. M-Pesa payment integration

    2 votes

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  19. Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

    4 votes

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  20. When a customer pays a percentage of a total amount using the pricing tables (i.e. a 50% deposit when signing a proposal), I'd like the system to automatically create a draft of an invoice for the balance due that I can send at a later date. Or, some other mechanism of easily collecting the remaining 50% due.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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