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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. So when I go to send a document and I click 'generate links' it gives me https://app.pandadoc.com/document/37..... is there a way I can make it look like it is coming from theraveagency.com/document/37... or something like that

    113 votes

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  3. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    77 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  4. Allow conditional logic within pricing tables. For example, If a customer selects product A, Product B is automatically added as well.

    211 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  5. 38 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, by using placeholders within text fields, you can provide additional details to document recipients. You can learn more here.


    We hope this feature can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  6. Email signature block.

    10 votes

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  7. 16 votes

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  8. The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

    12 votes

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    Idea  ·  4 comments  ·  Payments  ·  Admin →
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  9. 22 votes

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  10. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. 4 votes

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  12. 2 votes

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  13. 4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 13 votes

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  15. 11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. 2 votes

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  17. Ability to adjust were the optional checkbox falls in a pricing table

    2 votes

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  18. 14 votes

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  19. A PDF of a paid document should include the PAID badge, the same as the web view version

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. 2 votes

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