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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6790 results found

  1. Use Payfast in South Africa

    PandaDoc does not have any integrated Payment gateways that can be used in South Africa.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. The ability to integrate with the order management software to use it as contract repository

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Document deletion restriction for non-admins/managers / restrict deleting completed documents

    There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    9 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Email Notif for potential scam/threat

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Save ACH payment details for future payments

    Save recipient's ACH payment details for future payments

    29 votes

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    Idea  ·  5 comments  ·  Payments  ·  Admin →
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  6. Receive invoices for accounts with Automatic collection method

    I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Let recipients view a doc only after they view some statement

    It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  8. Typeform

    Customer wants to integrate Typeform with PandaDoc to prefill a document with values.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Sends doc automatically after the user sign

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Customer Specific Pricing

    Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. The Draw signature option set by default

    14 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  12. UK bank transfer payments

    Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

    7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  13. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.

    42 votes

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    9 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Count all the templates/documents in folder (including subfolders)

    Be able to see the number of all documents/templates in the folder (including subfolders)

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Sort template by the "Last Modified" date and see the date modified

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Ability to turn off the location that appears in Audit Trail

    6 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  17. Wrike

    Integration with Wrike

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. Smartsheet

    Integration with Smartsheet

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    save template's name when creating a document from a Hubspot deal

    83 votes

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    15 comments  ·  Integrations - HubSpot  ·  Admin →
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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!

  20. Option to get info on expiry date in the automated email sent out (so it's clear for the prospect).

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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