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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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  1. 15 votes

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    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.

  2. 15 votes

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  3. 15 votes

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  4. More options/ways to add videos. Embedding options

    15 votes

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  5. Ability to customize formula in a pricing table.

    14 votes

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  6. 14 votes

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  7. Allow recipients to revisit unfinished forms without having to restart the form process.

    14 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. adding tags to multiple documents

    14 votes

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  9. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    14 votes

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  10. attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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  11. Pull in info via tokens with Active Campaign integration

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    14 votes

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  13. Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    14 votes

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

    14 votes

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  15. 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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  16. Custom QR code to our documents for recipients to use.

    14 votes

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

    14 votes

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

    14 votes

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  19. 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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  20. Integrate Pandadoc with google Workspace

    14 votes

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