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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. Remove all CC'd recipients at once

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Use Payfast in South Africa

    PandaDoc does not have any integrated Payment gateways that can be used in South Africa.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Receive invoices for accounts with Automatic collection method

    I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
    For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Customer Specific Pricing

    Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Count all the templates/documents in folder (including subfolders)

    Be able to see the number of all documents/templates in the folder (including subfolders)

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. The ability to find the versions history in the copied version of the document

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Pass field values to PD Contacts

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. Notification when you force Send a Reminder

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. PDF Portfolio files to be supported by PandaDoc

    At the moment we don't support PDF Portfolio file upload in PD documents.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  10. API get signature details

    For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

    2 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  11. Tokens working in embedded template

    tokens for template embedded

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. Add a checkbox for internal or external on templates

    "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  13. The ability to make the fields on the certain pages required depending on the customer's selection in the pricing table

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Customize PDF name

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Automatic PDF attachment to email within the Bulk Send feature

    Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Ability to send a completed PDF to both the sender and the recipients.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. include the Bill To First and Last Names to Authorize.net payments

    include the Bill To First and Last Names to Authorize.net payments

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  18. TaxJar

    TaxJar integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Show USD currency on PD Billing page

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. Save PandaDoc to the desktop via drag and drop

    Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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