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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7167 results found

  1. To access the Stripe data merge settings without enabling payments, in cases like not processing payments through Stripe, but only collecting card details.

    1 vote

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  2. Add divider lines to quote builder columns (like a pricing table)

    1 vote

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  3. Currently, when a document containing the card details field is created in PandaDoc, and the customer already exists in Stripe, the system does not properly match the records. As a result, a duplicate customer entry is created in Stripe. As a solution, it would be great to implement an enhanced customer matching mechanism that can verify if a customer already exists in Stripe before creating a new entry.

    2 votes

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  4. Have the ability to split your payment for the subscription (for example, if the amount is larger than credit card limit)

    2 votes

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  5. To define different decimal place values for the column and/or total in a single pricing table. The user deals with pennies and it is important for them to show pricing in 4 decimal places with the total being 2 decimal places short.

    2 votes

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  6. Have all the Installment details be visible to the approver

    2 votes

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  7. Option to Disable Payment Reminders for Individual Documents.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  8. The ability to add specific fields for S&H by product, as well as having those fees be subject to quantity options.

    1 vote

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  9. Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  11. We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  12. We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. Currently using API for their payments and would like to be able to set up installments via API workflow.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. 2C2P Payment Gateway

    1 vote

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  15. Introduce a conditional logic setting within the pricing table that allows users to configure the visibility of the discount column dynamically. If a product has a discount, the column should appear automatically; if no discount is applied, the column should remain hidden.

    2 votes

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  16. A permission for custom roles allowing to provide access to Webhooks settings

    1 vote

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  17. Option to bulk download documents directly instead of receiving a link to an email

    2 votes

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  18. restrict send documents on someone's behalf

    2 votes

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  19. Ability to copy and paste table to a different document

    2 votes

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  20. Option to use the template available in Greenhouse instead of Greenhouse selecting template in PandaDoc

    2 votes

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