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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5401 results found

  1. Enable 2 (multiple) payment gateways for documents.

    Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

    7 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  2. add products from Pipedrive to catalog automatically (sync)

    add products from Pipedrive to catalog automatically

    https://pandadoc.zendesk.com/agent/tickets/522217

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Allow recipients the ability to edit the document, potentially add extra documents, and send to an internal team for review before signing

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  4. Limit access to Template/Documents regardless of license type

    Allow the owner of a document to select who can view the document regardless if they have Admin access.

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Make .docx downloads support fillable fields when they are filled out.

    Currently, .docx downloads show a blank space where there are fillable fields in the form, even if they've been filled out. Would like to see this change!

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Hibob HR Software

    Hibob HR Software integration

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. PandaDoc Notary via PandaDoc mobile app

    PandaDoc Notary via PandaDoc mobile app

    7 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Not Planned  ·  Valeryia Baranava 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!

  8. Have Signature Certificate separated from the document and sent as a separate document / email.

    Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Export metadata of a document

    Export metadata of a document (signer, date, name, variables from the document, etc)

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Improve email deliverability and rate of emails going to spam

    Resolve issues that result in emails to our clients getting blocked or going to spam

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. pricing table recurring

    Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, 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!

  12. Ability to set up deposit payment (% of total) in a document with Quote builder

    7 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Ability to Reorder Templates by Drag and Drop

    I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    7 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  14. ACH payments via Stripe for non-US accounts/non USD

    ACH payments via Stripe for non-US accounts/non USD accounts

    7 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. Make fields conditionally (non-) required if previous field is filled out.

    Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Disable / turn off approval notification email sent to approver

    the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  17. Option to create template or document in a different language

    Option to create template or document in a different language

    • Will allow the user to create documents/templates in different languages.
    7 votes

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    2 comments  ·  Localization  ·  Admin →
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  18. table of contents uploaded PDF

    Import Text Headings from a PDF into PandaDoc

    7 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  19. Payment required to view the document

    Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  20. block content blocks for recipients during redlining

    block content blocks for recipients during redlining

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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