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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 10 votes

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

    3 votes

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  4. 3 votes

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  5. 15 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

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

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

    22 votes

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    Idea  ·  2 comments  ·  Payments  ·  Admin →
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  7. 2 votes

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

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  9. 4 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  10. 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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  11. Ability to attach PDFs via Zapier

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 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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  13. 2 votes

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  14. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. It is not possible in PandaDoc to create custom reports on catalog items, depending on what items appeared in the documents with what frequency, from which sales rep, etc. It would be really convenient for management to have this tool so that we can track the activities of our sales reps.

    (PD Sales Rep - it is a dealbreaker for this customer, potentially 8-10 Business level licenses).

    58 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.

  16. 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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  17. 5 votes

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  18. 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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  19. Possibility to change sequence number after the document has been sent.

    5 votes

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  20. 6 votes

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