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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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7113 results found

  1. Option to setup a due date for recurring payments

    5 votes

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  2. 5 votes

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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!

  3. Have the ability to add in SMS verification to bulk send

    5 votes

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  4. The ability to have conditional logic on text block not just text fields.

    5 votes

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  5. I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.

    5 votes

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  6. Ability to set a minimum quantity the recipient must choose in Quote Builder

    5 votes

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  7. Option to have payment gateways for EU servers

    5 votes

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  8. I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.

    5 votes

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  9. When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations

    5 votes

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  10. 5 votes

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    1 comment  ·  Other  ·  Admin →
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  11. The ability to create custom fillable fields

    5 votes

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  12. To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name

    5 votes

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  13. Option to copy and paste fields/variables from one template to a new template

    5 votes

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  14. Adding video from youtube shorts - by default, the youtube player is being added with a horizontal orientation. Allow to add video where the player is vertically oriented

    5 votes

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  15. Option to add VOID across a document that has already been sent and signed by all parties (and then resend)

    5 votes

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  16. 5 votes

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  17. Ability to integrate with Tabby System

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. when sending the document - display option to "refresh the table of contents"

    similar to when you send a document with variables empty - you are notified.

    Please either automatically "refresh table of contents" or prompt to notify asking if use would like to Refresh.

    5 votes

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  19. The ability to add in templates that were created but not used/converted into documents into the reporting feature.

    5 votes

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  20. Once the CLI is updated, update it automatically on a template too

    5 votes

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