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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. can't finalize document without filling at lest 1 field (optional)

    If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Map document value to a deal value token using a CRM integration

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. bulk-sent documents should inherit the source template reminders' setups

    bulk-sent documents should inherit the source template reminders' setups

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Reduce the header and the footer's size below 0.4 inches

    4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  6. Change layout of entire document or template

    8 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Change the sender

    Change the document sender to any email without using Send on behalf.

    20 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  8. Remove all CC'd recipients at once

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. 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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  10. 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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  11. 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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  12. Email Notif for potential scam/threat

    1 vote

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

    Save recipient's ACH payment details for future payments

    31 votes

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    6 comments  ·  Payments  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

  14. 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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  15. 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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  16. 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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  17. Sends doc automatically after the user sign

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. 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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  19. The Draw signature option set by default

    14 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  20. 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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