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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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  1. 4 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Include SKU in the item name when an item is selected from the catalog to be added on their pricing table

    1 vote

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  3. 2 votes

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    0 comments  ·  API  ·  Admin →
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  4. Ability to update a signer without clearing all the fields.

    4 votes

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  5. Restrict users from adding more than one condition to the rule within the Smart Content Block.

    3 votes

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  6. Ability to delete columns in the pricing table if any of the columns is restricted.

    8 votes

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  7. Customer would like to have the ability whether the document that has been sent by the creator uses their prepared template or an uploaded file.

    1 vote

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  8. A feature that would enable the system to display all documents that have recipient comments.

    1 vote

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  9. Specific response for when a document created/sent via API has not been delivered to the recipient.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. The ability to calculate quantities needed on a Google Sheet and then integrate that with PD

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. fillable fields for internal use only - hide fields from customers or recipients

    10 votes

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  13. 22 votes

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  14. Bringing back the value to the Home Tabs

    1 vote

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  15. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    34 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  16. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    15 votes

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  17. BambooHR integration: List active and not active employees.

    1 vote

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  18. Ability to add more than 20 collaborators for an additional charge.

    4 votes

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

    7 votes

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  20. Integration with Dynamics 365 Business Central

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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