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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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7266 results found

  1. Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    8 votes

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  2. 1 vote

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    0 comments  ·  API  ·  Admin →
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  3. To have the ability to edit a completed document from the recipients view.

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. All our contracts are bilingual. It would be great to have a bilingual contract that divides up the page into two even sections.

    1 vote

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  7. 2 votes

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    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!

  8. Integration with PandaPay payment gateway

    1 vote

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  9. When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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  10. Option to have Monthly Recurring Revenue token in HubSpot

    3 votes

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  11. Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients

    https://pandadoc.zendesk.com/agent/tickets/455389

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  13. At this time, when uploading a PDF and using Field Tags, the user is asked to assign a recipient when uploading the PDF and then click 'Assign All' to assign the recipient to all of the fields. Can it be possible to have the fields auto-assign and not have to click 'Assign All'?

    1 vote

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  14. Integration with My Robin Payroll

    3 votes

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  15. 1 vote

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  16. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. categorize the documents in the completed category so that they are organized based on document type or degree of processing

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  18. Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.

    5 votes

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  19. Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.

    4 votes

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  20. A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.

    4 votes

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