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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7631 results found

  1. Recipient Analytics Reporting

    Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    15 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Option to only allow ACH payments via Stripe

    It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    15 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. Conditional approvals based on the Sender

    Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.

    15 votes

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    7 comments  ·  Approvals  ·  Admin →
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  4. Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed

    I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.

    Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.

    Thanks!

    15 votes

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    5 comments  ·  Automations  ·  Admin →
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  5. Add default option for Date > Autofill with Signing Date

    Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Option for Email Aliases

    Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.

    15 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  7. Restrict variable editing

    Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel when using restrict content feature

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. add tags to multiple documents

    adding tags to multiple documents

    15 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  9. tiered pricing, (as opposed to volume pricing)

    Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    15 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    15 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level

    The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.

    15 votes

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    7 comments  ·  Templates & Libraries  ·  Admin →
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  12. Disable suggestions from catalog in pricing table when typing

    15 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Inbox, filter by status for documents

    Filter documents in Inbox by status

    15 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  14. Automatically align selected fields

    Automatically align selected fields

    15 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Export specific data from Reporting, based on filters

    Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    15 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. Split pricing table

    Split pricing table

    https://pandadoc.zendesk.com/agent/tickets/366700

    15 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Smart content block next to another block

    Add a smart content block next to another block, or to a table

    15 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  18. More notification options in Slack

    15 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. access emails history sent by pandadoc upon sending documents

    history of emails sent with email body text

    15 votes

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    5 comments  ·  Recipient Experience  ·  Admin →
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  20. Option to see the users who deleted a document / template

    A panel where customers can see which documents were deleted, and by whom and when.

    15 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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