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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6898 results found

  1. Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. Ability to set up a condition which hides empty pricing table columns.

    4 votes

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  3. Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
    For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.

    1 vote

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  5. I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets

    8 votes

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  6. Option to show line item fee total (similarly to line item tax total) in the total of the pricing table

    5 votes

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  7. Ability to remove / customize quick access templates preview

    5 votes

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  8. 4 votes

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  9. Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.

    Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.

    Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document

    1 vote

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  10. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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  11. Integrate or Sync with GloFox

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  12. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. Current setting is for the title of the Table of Contents to pull from the Document title. The table of contents title should say Table of Contents or be editable.

    1 vote

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  14. 1 vote

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  15. Option to setup formatting for date field that includes hours and minutes

    1 vote

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  16. The ability to merge forms together into one form.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. 5 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Ability to sign more than 1 page with signature field in one go or click.

    1 vote

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  19. Option to have an integration with Adobe PDF (similar to MS Word add-in)

    2 votes

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  20. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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