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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6779 results found

  1. Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Automatic document transfer from Hubspot to Salesforce.

    4 votes

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  3. 26 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  4. Button accept before signing the document from the clients' side.

    2 votes

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  5. 20 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  6. The option to save clients' CC details via payment app (payment block).

    9 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  7. Integration with Payment Gateway GoCardless

    42 votes

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    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!

  8. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    85 votes

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  9. 3 votes

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  10. 2 votes

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  11. Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

    Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

    62 votes

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    9 comments  ·  Payments  ·  Admin →
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    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but 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!

  12. 73 votes

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    3 comments  ·  Payments  ·  Admin →
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  13. api revision number token for document changes

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  14. Native Xero integration

    139 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

  15. Send the document to CC and give him the possibility to transfer the document to the first signer.

    6 votes

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  16. Option to set the different header/footers for each page or to delete the it at all.

    143 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    187 votes

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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!

  17. Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. 292 votes

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  19. 198 votes

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    We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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