Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Set the expiration date before sending the document.

    13 votes

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  2. Ability to pull tokens from both Deal and Contant records simultaneously

    5 votes

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  3. My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign

    1 vote

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  4. Allow to map quantity of items to certain variables

    3 votes

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  5. The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
    The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
    It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
    EXAMPLE:
    This customer is buying licenses that are £5…

    5 votes

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  6. 6 votes

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  7. After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    9 votes

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  8. 2 votes

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  9. The function that will allow users to view optional messages they have used on their sent documents.

    3 votes

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  10. Sort the document by status and direct period of time.

    13 votes

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  11. 2 votes

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  12. Bulk Send: Download all completed documents without going to each folder.

    12 votes

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  13. 2 votes

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  14. Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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  15. 2 votes

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  16. Submitted forms thru Template embedding to go to a specific folder.

    5 votes

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  17. Disable sending PDF attachment of the completed document to the document owner.

    3 votes

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  18. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    5 votes

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  19. 2 votes

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  20. An option to search a specific word and sort out the results by folders.

    3 votes

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