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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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198 results found

  1. Unlock the next page after the user submits all the fields on the previous page

    2 votes

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  2. 1 vote

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  3. Have the pricing table tax automate based on a zipcode within the document

    7 votes

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  4. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    11 votes

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  5. 8 votes

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  6. 3 votes

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  7. Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.

    3 votes

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  8. When a document is completed - add a quarter/year/month tag to it automatically for easier search

    3 votes

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  9. When you replicate an old document it doesn`t update the prices that have been updated via import.

    Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.

    So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.

    Imagine the frustration and the workload in…

    1 vote

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  10. Pandadoc would automatically send the right contract to the right customer, depending on a respective data field in Pipedrive.

    5 votes

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  11. The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    29 votes

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    5 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  12. Route CRM generated documents into PandaDoc folders

    8 votes

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  13. We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping

    3 votes

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  14. Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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  15. It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.

    1 vote

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  16. 1 vote

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  17. Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.

    Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.

    0 votes

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  18. Move to Folder xy when document was created by xy
    Move to folder xy when „Berater“ or „Customer“ is xy
    Our salesman do their document themselves so it would be nice to sort them in folders regarding their name.
    Also customer folders would be nice i always do this manually.
    Thanks!

    0 votes

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