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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7116 results found

  1. Toast POS

    Toast Restaurant POS integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Color Code Tabs

    I have different tags to documents, which has helped differentiate just by looking at the tab, but if we could pick a color for a created tab that would be beneficial.

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  3. Ability to redline on Business Plan

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  4. Template Gallery: Resume

    Add a resume template to the Template Gallery

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  5. automatically print completed Documents

    Allow to set up automatic printing of the document in the web app

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. Allow sending a document though API without specifying all recipients in the Editor 2.0 (currently this is allowed in the classic editor)

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  7. ability to sent a copy of the document (pdf) automatically even if it hasn't been completed

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

    1 vote

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  8. Check uploaded documents for viruses

    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.

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Immediate payment option in billing page

    Immediate payment option in billing page

    1 vote

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  10. MeridianLink

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

    1 vote

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  11. Ability to seprate PDF pages on a completed doc

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

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Complete Upload File Field at Template Level

    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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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  13. ArchiOffice

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

    1 vote

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  14. Generate a signature certificate for each signature left by the same signer on the same doc

    1 vote

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  15. Show account owner/admins to members

    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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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. compound tax in pricing table

    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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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Sales Screen

    Sales Screen Integrations

    1 vote

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

    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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  19. Sign documents with a signature from a certificate authority

    1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  20. Option to Remove AMEX for authorize.net

    Option to Remove AMEX as payment option for authorize.net

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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