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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Custom payment option in recurring payment

    • will allow choosing dates when the recipient will settle the payment, aside from weekly, monthly, or quarterly/annual
    2 votes

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  3. request donations rather than a set payment when document is signed.

    1 vote

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  4. reporting data sent to email

    2 votes

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  5. I have a client who is curious about how many trees they've saved up while they're using the paperless transaction of PD.

    They want to know their stats on this, in terms of sustainability.

    1 vote

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  6. ability to upload files in .ANX format.

    1 vote

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  7. Be able to search for a document based on the Quote Number

    1 vote

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  8. Auto-populate contact info into Variables when a document is created directly from a contact.

    1 vote

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  9. 1 vote

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  10. specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

    2 votes

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  11. Be able to import contacts with their addresses through the Gmail button.

    2 votes

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  12. Be able to pull a report on users and their licenses

    1 vote

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  13. Ability to export a list of CONTACTS who completed a document.

    1 vote

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  14. Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).

    1 vote

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  15. Have draft documents to show in the contact's information even if it is in draft status if they have been added as a potential recipient.

    3 votes

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  16. I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    5 votes

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  17. 1 vote

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  18. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  19. Attachments blocks that can be placed all over the document content, not only at the end of the document

    1 vote

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  20. Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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