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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7652 results found

  1. Outlook

    Is there an integration to Outlook available or in the development stages? We would like to easily display our boards in specified users calendars. If not, is the best option to simply subscribe to the calendar using the link provided in PandaDoc.

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Ability to set an expiration date for the document for "today/by the end of the day".

    Ability to set an expiration date for the document for "today/by the end of the day".

    14 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Bundling Documents, not only templates

    Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    14 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. Ability to sort user, email, and license type in Settings > Team

    Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    14 votes

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    2 comments  ·  Other  ·  Admin →
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  5. QR code for documents

    Custom QR code to our documents for recipients to use.

    14 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Internal notes or comments on a document/template

    We would like to have an internal note on a document

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  7. content library export

    It would be great to have an option to export my content library

    14 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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  8. Show deposit amount on a pricing table

    14 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Mollie / Stripe with iDeal

    Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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    7 comments  ·  Integrations  ·  Admin →
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  10. Internal hints, notes within document instead of as comments or in line chat

    It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.

    14 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  11. [Localization] Variables displayed in other languages

    The customer would like to see variables be able to be displayed in other languages, not just english.

    14 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  12. provide csv or report of bulk send recipients that havent signed

    provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    14 votes

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    1 comment  ·  Esign & Notary  ·  Admin →
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  13. Change the title of the button “open the document”

    Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)

    14 votes

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    Idea  ·  4 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Filter documents by owner

    14 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Connectwise

    Integration with ConnectWise

    14 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Zoho: to pull information from subforms

    Zoho: to pull information from subforms

    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  17. Adding multiple pages to Content library at once

    Ability to select multiple pages at once and add them straight away to the CL

    14 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Bulk Send via API

    bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    14 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  19. Add taxes in catalog

    14 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Danish Localization

    Danish language

    14 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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