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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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2912 results found

  1. The possibility to add only sequence number to the document without required sequence name.

    7 votes

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  2. Client would like the option to save custom colors within pandadoc

    7 votes

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  3. Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    7 votes

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  4. 7 votes

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  5. 7 votes

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  6. 7 votes

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    1 comment  ·  Other  ·  Admin →
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  7. With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    0 comments  ·  API  ·  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. 7 votes

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  9. enable quantity editing on all products simultaneously in the pricing table

    7 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:

    - Section quantity in Quote Builder

    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.

  10. 7 votes

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  11. Be able to set a Min/Max on Quantity when it's Editable for Recipients

    7 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!

  12. Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    7 votes

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  13. 7 votes

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  14. 7 votes

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  15. Shortcuts for documents or templates

    7 votes

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  16. Allow editing several WS at once.

    7 votes

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  17. 7 votes

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  18. Ability to attach PDFs via Zapier

    7 votes

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  19. 7 votes

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    1 comment  ·  Integrations  ·  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!

  20. Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    1 comment  ·  Other  ·  Admin →
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