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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6886 results found

  1. Xendit - Payment Gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. To be able to report on document rejection stats, examples:
    -which templates are being rejected
    -which creator
    -which approval step is it rejected at
    -how many times is the document rejected before approved

    And somewhere to view the rejection comments

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  3. Away to display UNIX data formats on PandaDoc as a date

    2 votes

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  4. Netcash payment gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. Ireland pay integration

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  6. Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.

    3 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!

  7. Card details field - option to add more fields to fill in additional card information

    2 votes

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  8. Every document signed by a client or associate, will be uploaded to a CRM, in this case Nimble. This automation will save time on manually adding hundreds of files into nimble.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. 2 votes

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  10. The ability to place/map products on a document rather than only being able to map them to the pricing table.

    2 votes

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  11. 1 vote

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  12. Report that shows who in PandaDoc contacts had already received quotes

    2 votes

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  13. Set up the format for different currencies in the workspace settings

    1 vote

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  14. To show the company name in the report as we have some signers signing for multiple brands

    1 vote

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  15. Ability to secure forms with passwords/ sms verfications/ email verifications

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  16. A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers

    2 votes

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  17. Have the ability to edit the subject line when inviting a collaborator

    1 vote

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  18. Ability to adjust video links via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. HubSpot two-way sync: add the document link we generate to an email on HubSpot

    1 vote

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  20. We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?

    1 vote

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