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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6930 results found

  1. Allow recipient to download Word file of the document.

    7 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  2. Conditional Charging Logic

    The ability to do a surcharge for credit cards but not ACH

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Notifications sent to specific emails when a doc is completed

    Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    7 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. [Reporting] Salesforce Activity

    Salesforce reporting feature with PandaDoc integration.

    7 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  5. eIDAS higher levels compliance

    7 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  6. Hiding the banner of the document when embedding through an iFrame

    Hiding the banner of the document when embedding it through an iFrame

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. MS Dynamics / Monday.com: Map products to specific tables or sections

    The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Ability to save PandaDoc documents as p7m files

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  9. More than two letters as Initials

    The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  10. Keyboard shortcuts & Be able to us the "Delete" Key on your keyboard to delete items during document design

    7 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  11. Prorated invoice option (automatic)

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

    7 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Add image option in Saved messges

    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    7 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  14. Forwarding to recipients that are already CC'd

    7 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  15. Deactivating Contacts

    Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. UK bank transfer payments

    Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

    7 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  18. Stripe: Detailed Line Items from Pricing Table

    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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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. quantity editing for all the pricing table

    enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    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.


  20. Google Forms

    Integration with Google Forms

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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