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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. 11 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  3. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    11 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  4. PandaDoc localization in Russian.

    11 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  5. Ability to send "Document Approved" notification to more than just the document creator.

    11 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  6. 11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 votes

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    0 comments  ·  Other  ·  Admin →
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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. I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    10 votes

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  9. The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
    Customer requesting: mpetit@homebound.com

    10 votes

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    0 comments  ·  API  ·  Admin →
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  10. Customer would like to have an option to share folder containing document to a specific user only

    10 votes

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  11. It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.

    This would help with understanding the use case when connecting with the user for feedback.

    More importantly it would help build a QBR based on the use case to steer behaviors.

    Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.

    10 votes

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  12. Integration capabilities with WhatsApp

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Option in zapier to change the email subject went document is sent

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. The ability to utilize the link field feature i.e when templates/documents are bundled together.

    10 votes

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  15. It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder

    10 votes

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  16. i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document

    10 votes

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    1 comment  ·  Other  ·  Admin →
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  17. Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    10 votes

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    1 comment  ·  Approvals  ·  Admin →
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  18. Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.

    10 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    10 votes

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  20. (Salesforce) Abillity to pass contacts as recipients to PandaDoc.

    10 votes

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