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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7307 results found

  1. [Quote Builder] Transfer data functionality

    Being able to use Quote Builder with Transfer Data functionality.

    15 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Option to only allow ACH payments via Stripe

    It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    15 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  3. Send Customize email notification after document completion

    Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.

    15 votes

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    3 comments  ·  Other  ·  Admin →
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  4. Quickbooks Online - create and send a QB invoice upon the PandaDoc being signed

    I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.

    Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.

    Thanks!

    15 votes

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    4 comments  ·  Automations  ·  Admin →
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  5. Option to disable notification to recipients after document got completed

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

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    3 comments  ·  Recipient Experience  ·  Admin →
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  6. Ability to set different fonts and sizes for the linked fields

    Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.

    15 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Option for Email Aliases

    Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.

    15 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
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  8. ChargeBee

    Integration with ChargeBee

    15 votes

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    2 comments  ·  Integrations  ·  Admin →
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  9. GoHighLevel CRM

    GoHighLevel CRM

    15 votes

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    0 comments  ·  Integrations  ·  Admin →
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  10. tiered pricing, (as opposed to volume pricing)

    Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    15 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level

    The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.

    15 votes

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    7 comments  ·  Templates & Libraries  ·  Admin →
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  12. Disable suggestions from catalog in pricing table when typing

    15 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Inbox, filter by status for documents

    Filter documents in Inbox by status

    15 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →
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  14. Automatically align selected fields

    Automatically align selected fields

    15 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Split pricing table

    Split pricing table

    https://pandadoc.zendesk.com/agent/tickets/366700

    15 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Ability to restrict access to certain templates with password.

    Ability to restrict access to certain templates with password.

    15 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  17. More notification options in Slack

    15 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. access emails history sent by pandadoc upon sending documents

    history of emails sent with email body text

    15 votes

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    5 comments  ·  Recipient Experience  ·  Admin →
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  19. Option to see the users who deleted a document / template

    A panel where customers can see which documents were deleted, and by whom and when.

    15 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  20. Expiration date for published forms

    Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)

    15 votes

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    2 comments  ·  Forms  ·  Admin →
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