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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7633 results found

  1. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    15 votes

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  2. For global settings, give admins the ability to set whether pdf downloads are enabled or disabled at the organization level or at the template level. For example, our organization would like to disable downloads by default. Currently all users have to select this at the document level before sending to a user.

    15 votes

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  3. create a report from the documents created per recipient

    15 votes

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    2 comments  ·  Other  ·  Admin →
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  4. Ability to use QR code instead of link for forms

    15 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Give option for admins to disable the collaborator button.

    15 votes

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  6. 15 votes

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  7. Client would like the ability to convert a cover page to a content page.

    15 votes

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  8. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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  9. product catalogue management (the SKU multilanguage description, price/cost updating easily updating without import through excel).

    15 votes

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  10. Sort the document by status and direct period of time.

    15 votes

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  11. Bulk Send: Download all completed documents without going to each folder.

    15 votes

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  12. 15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Use excel to fill variables

    15 votes

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  14. 15 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  15. Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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  16. Difficulties with indentation.

    15 votes

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  17. Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

    15 votes

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  18. Option to use subtotal twice in the pricing table
    After a disocunt and after a VAT tax

    15 votes

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  19. 15 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Option to sort the documents by completed date and time.

    15 votes

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