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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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681 results found

  1. 17 votes

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  2. Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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  3. 1 vote

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  4. 2 votes

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  5. Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.

    4 votes

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  6. 2 votes

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  7. Client would like to be able to search two letters using the search function.

    2 votes

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  8. 272 votes

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  9. Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.

    Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.

    3 votes

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

    6 votes

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

    4 votes

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  12. Allow to map quantity of items to certain variables

    4 votes

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  13. 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…

    6 votes

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  14. 11 votes

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

    15 votes

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  16. 2 votes

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

    4 votes

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

    14 votes

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

    14 votes

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  20. 2 votes

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