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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4072 results found

  1. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    3 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  2. When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.

    7 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  3. I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

    2 votes

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  4. 9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    25 votes

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  6. The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.

    3 votes

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  7. 3 votes

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  8. Add the ability to process payments via ACH Authorize.net payment gateway service.

    14 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  9. 2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  10. It's set randomly now for every new contact.

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  12. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    24 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  13. Ability to attach PDFs via Zapier

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. 2 votes

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  16. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).

    7 votes

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  18. 4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Possibility to change sequence number after the document has been sent.

    5 votes

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