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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6095 results found

  1. We would like to have an internal note on a document

    16 votes

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  2. Integrate Pandadoc with google Workspace

    16 votes

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  3. availability to set some fields as "not required" by default

    16 votes

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  4. signature and document forwarding in forms

    16 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  5. 16 votes

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  6. Client would like to be able to add text over images added in PandaDoc editor

    16 votes

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  7. Ability to add a heading to the top of a table.

    16 votes

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  8. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    16 votes

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  9. 16 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  10. Payment block populates only if the customer selects "credit card" as the option for payment.

    16 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  11. Card Details field for Authorize.net.

    16 votes

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    Idea  ·  4 comments  ·  Quote to Cash  ·  Admin →
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  12. Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).

    16 votes

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  13. Placeholder for checkbox field.

    16 votes

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  14. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    16 votes

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  15. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    15 votes

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    0 comments  ·  Other  ·  Admin →
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  16. enable and manage approval workflow on document level instead of having to set this on the template level.

    15 votes

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    2 comments  ·  Approvals  ·  Admin →
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  17. It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.

    15 votes

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  18. Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.

    15 votes

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    7 comments  ·  Approvals  ·  Admin →
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  19. 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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    5 comments  ·  Automations  ·  Admin →
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  20. 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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