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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7067 results found

  1. 2 votes

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  2. Ability to keep the template currency when importing products from Pipedrive.

    1 vote

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  3. The ability to enable/place an email signature at the bottom of emails for sent document notifications.

    3 votes

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  4. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  5. Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

    3 votes

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  6. Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.

    2 votes

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  7. Ability to set up multiple choice within the pricing table via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. Formstack integration

    2 votes

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  9. SeamlessChex ACH & Cards

    4 votes

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  10. Xendit - Payment Gateway

    2 votes

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  11. 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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  12. Away to display UNIX data formats on PandaDoc as a date

    2 votes

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  13. Netcash payment gateway

    2 votes

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  14. Ireland pay integration

    2 votes

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  15. 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!

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

    2 votes

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  17. 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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  18. 2 votes

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  19. 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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  20. 1 vote

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