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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7634 results found

  1. Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    14 votes

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  2. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    14 votes

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    2 comments  ·  Other  ·  Admin →
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  3. Custom QR code to our documents for recipients to use.

    14 votes

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  4. We would like to have an internal note on a document

    14 votes

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  5. It would be great to have an option to export my content library

    14 votes

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  6. 14 votes

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  7. Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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  8. It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.

    14 votes

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  9. The customer would like to see variables be able to be displayed in other languages, not just english.

    14 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  10. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    14 votes

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  11. Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    14 votes

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  12. 14 votes

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  13. Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Zoho: to pull information from subforms

    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  15. Ability to select multiple pages at once and add them straight away to the CL

    14 votes

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  16. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    14 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  17. 14 votes

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  18. Danish language

    14 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  19. The option to draw in PandaDoc from the recipient's side.

    14 votes

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  20. 14 votes

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