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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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7059 results found

  1. Show which completed documents you have opened vs which completed documents you have not opened

    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
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

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

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

    1 vote
    0 comments  ·  API  ·  Admin →
    How important is this to you?

  3. Formstack integration

    Formstack integration

    2 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  4. SeamlessChex ACH & Cards

    SeamlessChex ACH & Cards

    4 votes
    1 comment  ·  Quote to Cash  ·  Admin →
    How important is this to you?

  5. Payment gateway: Xendit

    Xendit - Payment Gateway

    2 votes
    0 comments  ·  Quote to Cash  ·  Admin →
    How important is this to you?

  6. Reporting: Rejection

    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
    0 comments  ·  Approvals  ·  Admin →
    How important is this to you?

  7. UNIX data format from HubSpot

    Away to display UNIX data formats on PandaDoc as a date

    2 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
    How important is this to you?

  8. Netcash payment gateway

    Netcash payment gateway

    2 votes
    0 comments  ·  Quote to Cash  ·  Admin →
    How important is this to you?

  9. Ireland pay integration

    Ireland pay integration

    2 votes
    0 comments  ·  Quote to Cash  ·  Admin →
    How important is this to you?

  10. Ability to remove "Action required" items

    Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.

    3 votes
    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?
    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) 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!

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

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

    2 votes
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

  12. Upload PandaDoc signed documents to Nimble CRM contacts files.

    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
    0 comments  ·  Automations  ·  Admin →
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  13. Integration with Figma

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  14. Map hubspot products outside of pricing table

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

    2 votes
    0 comments  ·  Integrations - HubSpot  ·  Admin →
    How important is this to you?

  15. Export Home section data into csv

    1 vote
    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Reporting based on contacts

    Report that shows who in PandaDoc contacts had already received quotes

    2 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Set up the format for different currencies in the workspace settings

    Set up the format for different currencies in the workspace settings

    1 vote
    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Option to include company name in the reporting

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

    1 vote
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  19. Encryption and Security of Forms

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

    9 votes
    2 comments  ·  Forms  ·  Admin →
    How important is this to you?

  20. Option to have more than one header in a table

    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
    0 comments  ·  Content Editing & Design  ·  Admin →
    How important is this to you?
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