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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Stripe Checkout payments: disable debit/credit card payments

    Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
    Solution Exists  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    You can configure Stripe payments methods on Stripe side directly.

    For more information, please check the link below:

    Payment method configurations

  2. Option to disable notification to recipients after document got completed

    • Will allow the sender to disable notification once the document got completed
    21 votes

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    4 comments  ·  Recipient Experience  ·  Admin →

  3. Auto fill repeating fields - signature and initials fields

    Auto fill repeating fields - signature and initials fields

    21 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. [Quote Builder] Format columns like Pricing table

    Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    21 votes

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    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    [Hyperlink]

  5. Option to remove PDF page break to download the page as a whole

    Option to remove PDF page break to download the page as a whole

    21 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  6. Place a page break block inside a table of contents (TOC): split into pages

    Option to split Table of contents to another page

    21 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  7. Add documents to a bundle

    Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document

    21 votes

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    4 comments  ·  Content Editing & Design  ·  Admin →

  8. Option for the sender to resend the document to the recipient who did not recieve the document

    Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    21 votes

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    4 comments  ·  Recipient Experience  ·  Admin →

  9. SendDate in API call Get Document details

    21 votes

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    1 comment  ·  API  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    developers.pandadoc.com

  10. have a PandaDoc documents status show in Monday.com

    have a PandaDoc documents status show in Monday.com for a particular row based on an email address

    21 votes

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    1 comment  ·  Integrations  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

  11. Monday.com subitem column (subitems)

    21 votes

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    2 comments  ·  Integrations  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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.

  12. Link document multiple objects in CRM (Hubspot, Pipedrive, etc)

    Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    21 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →

  13. Signature Certificate when using initials

    We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    21 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  14. Direct video uploading

    Availability to add videos to Content Library as files and upload on the document not through the links but from the files (e.g mp4)

    21 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →

  15. PipeDrive connection

    The option to set up 1 PandaDoc user to several Pipedrive accounts.

    21 votes

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    3 comments  ·  Integrations  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, 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.

  16. Make variables required (forbid sending the document if "required" variables are not filled in

    Make it impossible to send a document if the required variables are not filled in

    21 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →

  17. Allow other people besides The document owner to receive renewal notification emails

    Allow other people besides The document owner to receive renewal notification emails

    21 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  18. [Bulk Action] Upload Multiple Images into Document or Template

    21 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →

  19. Adding more options to branding settings

    21 votes

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    2 comments  ·  Recipient Experience  ·  Admin →

  20. HubSpot refresh pricing table

    Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    21 votes

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    1 comment  ·  Integrations  ·  Admin →
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