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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. 12 votes

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  2. PandaDoc localization in Russian.

    12 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  3. Expand Text formatting options:
    - Don't transfer text formatting when the text is copied from an external resource
    - PandaDoc Style settings are applied to the text copied from another source

    12 votes

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  4. Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  5. The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

    12 votes

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    Idea  ·  5 comments  ·  Payments  ·  Admin →
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  6. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 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!

  7. Being able to share more than one content library item across workspaces

    11 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!

  8. enable and manage approval workflow on document level instead of having to set this on the template level.

    11 votes

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    2 comments  ·  Approvals  ·  Admin →
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  9. Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.

    11 votes

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  10. Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.

    11 votes

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    3 comments  ·  Other  ·  Admin →
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  11. It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder

    11 votes

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  12. conditional rule for text field

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  13. Ability to add signature field without assigned recipient.

    11 votes

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  14. When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)

    11 votes

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  15. make.com integration

    11 votes

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  16. Ability to customize system variables like the document reference number

    11 votes

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  17. Add Estimate price range in catalog as default.

    11 votes

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  18. Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.

    11 votes

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  19. Option to use shared content library items in Smart content

    11 votes

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  20. As a user,
    I want to recieve an e-mail notification when a new chat message has been send in a document.
    so that I don't have to manually check or use the app to be notified of a new message.

    11 votes

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