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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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6444 results found

  1. Be able to attach a PDF to a saved message, so that you can send it with every document.

    4 votes

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  2. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. 2 votes

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  4. Can we create several sections, then allow the user to radio select which section they wish. This would allow us to itemise different scope of works, and the user to select which overall scope (with several line items in each) they wanted.

    1 vote

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  5. Get image URL or a document attachment via Get document details call

    2 votes

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  6. Option to have a Lawyer to review the document before it was sent.

    7 votes

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  7. Add Cybersource as payment integration

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. 1 vote

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  10. 5 votes

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  11. To be more specific, right now the headers are on the top of the document and horizontal. This feature request is to have them be vertical on the left side of the pricing table.

    1 vote

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  12. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.

    2 votes

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  14. 1 vote

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  15. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).

    2 votes

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  17. Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    25 votes

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    5 comments  ·  Approvals  ·  Admin →
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  18. Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    1 vote

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  19. 3 votes

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  20. 3 votes

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    0 comments  ·  Other  ·  Admin →
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