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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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2912 results found

  1. Add the ability to make a field read only

    9 votes

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  2. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document (regardless of signing order)

    9 votes

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  3. link an existing document to an item in Monday through the integration?

    9 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  4. Have an option to restrict duplicating of documents.

    9 votes

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  5. Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics

    9 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!

  6. Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Option to delete a section header in the Pricing table without deleting the rows within the section

    9 votes

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  8. ability to create Stripe products from the Stripe payment integration

    9 votes

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  9. Would love to see the ability to pull product info from Shopify.

    9 votes

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  10. 9 votes

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  11. 9 votes

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  12. Ability to add references to the pricing table.

    9 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!

  13. An easier way to bulk send a doc (without having to prepare a CSV file)

    9 votes

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  14. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    9 votes

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  15. 9 votes

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    1 comment  ·  Localization  ·  Admin →
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  16. Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

    9 votes

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    1 comment  ·  Approvals  ·  Admin →
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  17. 9 votes

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  18. Have the ability to highlight text

    9 votes

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  19. Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    9 votes

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  20. Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    9 votes

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