Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Option to set the different header/footers for each page or to delete the it at all.

    68 votes

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  2. There should be a feature that allow you to combine templates and documents

    67 votes

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  3. When a PandaDoc pricing table is updated Opportunity Products in Salesforce are updated automatically.

    66 votes

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  4. Have an option to create a private document where only the account owner/user can have an access to.

    66 votes

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  5. Be able to use ACH payments with Quickbooks payment gateway

    63 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  6. 61 votes

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  7. 61 votes

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    Idea  ·  11 comments  ·  Other  ·  Admin →

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  8. 60 votes

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  9. I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.

    59 votes

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    Idea  ·  11 comments  ·  Workflow  ·  Admin →

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  10. Option for Subtotal to calculate in each footer then option to have another subtotal beside that on the footer of the Pricing table
    (Section A, subtotal; Section B, subtotal then Pricing Table footer Subtotal = Section A + Section B)

    59 votes

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  11. Availability to edit a document after it was sent out and save the changes.

    58 votes

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  12. The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.

    58 votes

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  13. Edit images in library (i.e. crop, rotate, color etc.)

    58 votes

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  14. In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents

    58 votes

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  15. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    58 votes

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    Idea  ·  3 comments  ·  Workflow  ·  Admin →

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  16. Diff requests for improvement of Quickbooks integration:

    1. Integration with Quickbooks Desktop
    58 votes

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    Idea  ·  9 comments  ·  API & Integrations  ·  Admin →

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  17. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    58 votes

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  18. Have an option to change timezone of the application to AEST.

    55 votes

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  19. Allow for information put into fields to be exported as a CSV or Excel file.

    55 votes

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  20. The option to rotate pages.

    54 votes

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