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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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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7004 results found

  1. It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.

    4 votes
    How important is this to you?
  2. Distribute products into Quote builder sections when pulling products from a CRM

    2 votes
    How important is this to you?
  3. 1 vote
    How important is this to you?
  4. The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.

    3 votes
    How important is this to you?
  5. Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.

    2 votes
    How important is this to you?
  6. Ability to add the table to the content library from the Form level.

    2 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?
  7. Do suggestions and turn on suggest edits through the API automatically

    3 votes
    1 comment  ·  API  ·  Admin →
    How important is this to you?
  8. ACH payments via Stripe for non-US accounts/non USD accounts

    7 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?
  9. 1 vote
    0 comments  ·  Other  ·  Admin →
    How important is this to you?
  10. Integration with Dynamics 365 Business Central

    6 votes
    1 comment  ·  Integrations  ·  Admin →
    How important is this to you?
  11. Charge pop-up notification before sending the invitation to the account.

    2 votes
    0 comments  ·  Other  ·  Admin →
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  12. Add multiple images for each item in Quote Builder at the same time

    1 vote
    How important is this to you?
  13. Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.

    8 votes
    How important is this to you?
  14. Would like to have the ability to show the statuses of the document's recipients and sort them in the document list. For example, a document may be completed by one signer, but the other has only viewed it.

    4 votes
    How important is this to you?
  15. Jonas Encore CRM integration

    2 votes
    How important is this to you?
  16. Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

    1 vote
    How important is this to you?
  17. Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)

    1 vote
    How important is this to you?
  18. Be able to see the date when a document was moved to Trash.

    1 vote
    How important is this to you?
    • Will allow the user to have automation on version history
    3 votes
    How important is this to you?
  19. default payment app across all documents, templates and forms

    2 votes
    0 comments  ·  Payments  ·  Admin →
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