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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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6985 results found

  1. Edit documents that user would like to send in bulk

    17 votes

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  2. ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  3. Ability to allow someone else to sign a document if the original signer is out of office,

    17 votes

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    Idea  ·  4 comments  ·  Other  ·  Admin →
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  4. PandaDoc integration with Lever (HR Recruiting software/CRM)

    17 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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  5. 17 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Page numbering in PDF starts from the first page, not with the cover page

    17 votes

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  7. Option to setup conditional fields for several recipients. For example, one signer selects an option from the dropdown and fields are shown for other recipients.

    16 votes

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  8. Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    16 votes

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  9. Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.

    16 votes

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  10. Share a single document link with all recipients, rather than creating a unique link for each user.

    16 votes

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  11. Ability to edit spacing in quote builder (Design)

    16 votes

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  12. Conditional logic for variables: if the value of variable is "X", show the "Y" Variable

    16 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!

  13. Import Contacts using CSV file directly to Pandadoc

    16 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  14. Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

    With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

    16 votes

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  15. Option to remove Account owner/Admin from the workspace

    16 votes

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  16. possibility to integrate Wise (payment method) to Pandadoc

    16 votes

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  17. The functionality to restore contacts that have been deleted and undo a contact import.

    16 votes

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    2 comments  ·  Other  ·  Admin →
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  18. Ability to import information from Excel to pricing tables

    16 votes

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  19. Would like to have a report to pull CRM created docs vs. PD created docs by user
    Request rooted from QBR

    16 votes

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  20. Once a document has been completed by a customer if it is possible for that document to automatically have a name change

    16 votes

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