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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. 3 votes

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  2. 86 votes

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  3. Ability to add variables in columns that are not just plain text so that they can be multiplied.

    91 votes

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    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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  4. 9 votes

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    Released  ·  1 comment  ·  Admin →
  5. 75 votes

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  6. 26 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!

  7. Set the value of the document to calculate based on the Pricing Tables available in the document or template.

    6 votes

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    Released  ·  1 comment  ·  Admin →
  8. 27 votes

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    Released  ·  Valeryia Baranava responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
    Payments

  9. Option to link a document to a opportunity/deal in Copper

    21 votes

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  10. Integration with Payment Gateway GoCardless

    48 votes

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  11. A simple way to move and reorder pages in a document.

    161 votes

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    Released  ·  2 comments  ·  Admin →
  12. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    94 votes

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  13. Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

    Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

    66 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  14. 74 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  15. Native Xero integration

    150 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  16. Option to set the different header/footers for each page or to delete the it at all.

    154 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    194 votes

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    Not Planned  ·  Molly Abrams 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!

  17. 2 votes

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    Released  ·  0 comments  ·  Admin →
  18. Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    1 comment  ·  Other  ·  Admin →
  19. 347 votes

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