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Ideas to Improve PandaDoc

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  • 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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  1. 3 votes

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  2. 4 votes

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  3. 138 votes

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    30 comments  ·  Other  ·  Admin →
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  4. 2 votes

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  5. Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    9 votes

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  6. Support uploading vector graphic such as logos in eps format.

    3 votes

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  7. Products from Hubspot can be passed not only over pricing tables but also in the documents itself

    21 votes

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  8. 1 vote

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  9. Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    133 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!

  11. 9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 4 votes

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  13. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 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

    123 votes

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  15. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    80 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!

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

    225 votes

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  17. 39 votes

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  18. Email signature block.

    10 votes

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  19. 21 votes

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  20. 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  ·  5 comments  ·  Payments  ·  Admin →
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