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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5383 results found

  1. Estimate Price range

    Add Estimate price range in catalog as default.

    11 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. notifications when emails are bounced/not delivered

    I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    11 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Save custom Quote builder products to Catalog

    I would like to be able to save the products I've edited in Quote builder back to catalog

    11 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Card Details field for Square

    Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.

    11 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. Calendly

    ability to integrate Calendly

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Reminders set in hours

    Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.

    11 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Place Page break in the middle of the table block

    11 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Chat Notification: email notifications for chat messages

    As a user,
    I want to recieve an e-mail notification when a new chat message has been send in a document.
    so that I don't have to manually check or use the app to be notified of a new message.

    11 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  9. Smart content: multiple variables per one condition

    Option to set up a condition rule based on several variables, for example, if variable A has value A and B has B, the content will be populated

    11 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Clover

    New integration: Clover Payment gateway

    11 votes

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    2 comments  ·  Integrations  ·  Admin →
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  11. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    11 votes

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    0 comments  ·  API  ·  Admin →
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  12. AMEX logo for Authorize net

    The integration still doesn’t show the Amex logo

    11 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. smart content in header

    be able to add smart content into the document header

    11 votes

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    1 comment  ·  Other  ·  Admin →
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  14. Ability to hide the volume pricing rate card to the recipient

    11 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns

    Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.

    11 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Drop down menu in forms that will populate fields based on drop down selection

    example: I need information on a portfolio of building (number of building is between 1-25)
    I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.

    11 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  17. Transfer Data - pass Fields values to a new document

    11 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. add collaborator through API while creating a document

    add collaborator through API while creating a document

    11 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Mobile functionality in Monday.com

    Monday.com Integration to function in monday.com app. Really helpful in creating documents on the go.

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Option to resize logo

    An ability to resize logo for the recipient's view

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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