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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. ability to sent a copy of the document (pdf) automatically even if it hasn't been completed

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  2. Our users upload PDFs to PandaDoc for signing and then copy them from PandaDoc to our servers for our records. I wwould like to make a feature request to have files scanned for viruses prior to uploading. Thank you.

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  3. Immediate payment option in billing page

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. Allow each user to upload from separate google drive accounts rather than the same google drive account

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  5. Lost a 100 user customer due to not having a direct integration

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  6. need to separate out each document into it's own pdf.

    1 vote

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  7. Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page

    1 vote

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  8. Integration with ArchiOffice
    ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice

    1 vote

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  9. 1 vote

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  10. At the moment a user with a member role do not have access tot he eam, therefore, can't find out account owner/admins

    1 vote

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  11. A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.

    1 vote

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  12. Sales Screen Integrations

    1 vote

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  13. ability to see the name of the template/document you are going to delete in the pop-up window

    1 vote

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  14. 1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  15. Option to Remove AMEX as payment option for authorize.net

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  16. 1 vote

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  17. 1 vote

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  18. Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…

    1 vote

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  19. 1 vote

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  20. once CLI is changed, it will change info in the documents where this CLI was added.

    1 vote

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