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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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7254 results found

  1. Ability to save and retrieve attachments from Content Library.

    11 votes

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  2. Improve Zapier functionality with new features, like tracking certain info, etc.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Add the ability for admin to have notifications for entire workspace

    11 votes

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  4. The option to draw in PandaDoc from the recipient's side.

    11 votes

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  5. Ability to choose if a signature is to the left, centered, or to the right.

    11 votes

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  6. Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    11 votes

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  8. The option to pull the info to a regular table (not pricing) via API.

    11 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. integration with Procore to create and send documents

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    11 votes

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  11. 11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. save initials in the account like signatures

    11 votes

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  13. 11 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  14. if Australia Stripe BECS is supported for bank transfer payments for Stripe integration for Pandadoc

    11 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  15. 11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.

    10 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.

    This request is for the image to update correctly - even if the file has the same name.

    10 votes

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    0 comments  ·  Other  ·  Admin →
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    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!

  18. Smart content: ability to add into the footer

    10 votes

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  19. Option for recipient to approve or decline the document from the email they receive

    10 votes

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  20. Ability to change each individual background color for quote builder

    10 votes

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