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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6688 results found

  1. Restrict users from editing completed docs

    8 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. ACH payment across different payment gateways

    ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  3. Hide some pages from one of the signers / recipients

    Hide some pages from one of the signers

    45 votes

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    7 comments  ·  Recipient Experience  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) 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!

  4. Highlight Text on an uploaded document

    Have the ability to highlight text

    8 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  5. External Collaboration Feature

    External collaboration feature for users or clients who are not invited in PandaDoc and should not be added as users. Similar to Google Docs where they can be given access to suggest changes or make edits without having a license.

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Pull Pricing Table Tax Flat vs Percentage rate from SalesForce

    Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. Automatic PDF attachment to email within the Bulk Send feature

    Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Word redlining transferred to PandaDoc after the upload

    Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Set recipient name after it's in Sent status

    Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Preview a Template / Form / Document

    Preview a template when you are in the "Templates" tab

    14 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Admin →
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  11. Automatic notification to check the document before sending it (after it's approved)

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  12. Locking the approved document to prevent accidental changes

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  13. Sync products from HubSpot Products and Quotes with PandaDoc catalog

    Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

    29 votes

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    Idea  ·  6 comments  ·  Integrations - HubSpot  ·  Admin →
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  14. "Download all" checkbox selects ALL documents

    "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Improve bulk download for huge amount of documents (1500+)

    Users are having issues if they bulk download 1500+ documents, the link is never delivered

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Delayed charge for an invoice

    Collect a payment and have it charged like a week later?

    3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  17. Stripe: Detailed Line Items from Pricing Table

    With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. Custom columns are not hidden by default

    When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. Move documents across workspaces and keep the statuses

    Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    194 votes

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    20 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. Ability to send a completed PDF to both the sender and the recipients.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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