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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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7060 results found

  1. Add new public API to download a PDF version of a Template

    From the API there is no way to download a PDF format of a Template

    3 votes
    0 comments  ·  API  ·  Admin →
    How important is this to you?

  2. Disable latest activity - who has viewed the document

    Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)

    1 vote
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  3. Ability to enable silent flag in Zoho (Notifications)

    Ability to enable silent flag in Zoho (Notifications)

    1 vote
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  4. remove the owner from being copied on every notification for all licenses

    Remove the owner from being copied on every notification for all licenses

    3 votes
    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

  5. Hungarian language

    2 votes
    0 comments  ·  Localization  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  6. Allow for a warning message prior to sending when a request for payment is needed but no payment setting turned on.

    We are seeing some issues with people sending payment requests with no Payment setting turned on.

    Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”

    1 vote
    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
    How important is this to you?

  7. General HR feedback (explain your HR problem here)

    Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.

    [This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]

    2 votes
    Idea  ·  0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  8. Option to remove PDF page break to download the page as a whole

    Option to remove PDF page break to download the page as a whole

    15 votes
    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?

  9. report of recipients who haven’t signed and also who have signed documents

    be able to download a report of recipients who haven’t signed or signed the documents

    8 votes
    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  10. filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status

    2 votes
    Idea  ·  1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

  11. Ability to merge document in bundles.

    Ability to merge document in bundles.

    1 vote
    0 comments  ·  Templates & Libraries  ·  Admin →
    How important is this to you?

  12. option to modify or delete commision number in Notary Stamp

    option to modify or delete commission number in Notary Stamp

    1 vote
    0 comments  ·  Esign & Notary  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  13. quote builder block for cash, card and finance charges

    Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.

    3 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  14. multiple renewal reminders

    i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    10 votes
    1 comment  ·  Other  ·  Admin →
    How important is this to you?

  15. Link Duplicate Pricing Tables

    Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.

    2 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  16. [Quote Builder]: Column mapping in the quote builder

    The option to set up column mapping in the quote builder - similarly to pricing table.

    1 vote
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  17. Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.

    It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.

    25 votes
    2 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  18. Show conditional fields based on the variable values

    2 votes
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

  19. Conditional fields for several recipients

    Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    16 votes
    4 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

  20. Modify the sales receipt in Quickbooks

    Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
    1) Quickbooks looks for pricing table and products in it (by name);
    2) If there is a match, product is put to Sales receipt;
    3) If there's no match, new product is created and put to Sales receipt;
    4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])

    3 votes
    0 comments  ·  Quote to Cash  ·  Admin →
    How important is this to you?
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