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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7271 results found

  1. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    11 votes

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    0 comments  ·  Other  ·  Admin →
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  2. 11 votes

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

    11 votes

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  4. 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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  5. Add the ability for admin to have notifications for entire workspace

    11 votes

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  6. Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.

    11 votes

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

    11 votes

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

    11 votes

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  9. 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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  10. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    11 votes

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  11. 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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  12. integration with Procore to create and send documents

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 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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  14. 11 votes

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

    11 votes

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  16. 11 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  17. 11 votes

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  18. 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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  19. 11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. 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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