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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 6 votes

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  2. provide a way to SORT the activity column

    1 vote

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  3. Would like the ability to set a table in a document to only have % as an option for the discount section. Or have it as a setting workspace/template wide.

    1 vote

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  4. Search field within PandaDoc inbox.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Integration with Halo PSA

    1 vote

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  6. be able to add smart content into the document header

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  7. Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,

    What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. 2 votes

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  9. 1 vote

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  10. Currently there is no option on the pricing table for clients to contact us once they reach 5,000+ items - a price has to be entered.

    When a client wants 5,000+ items, we want them to call us so we can customize for them.

    Create an option for the client to be able to contact us

    1 vote

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  11. Option in the dashboard to manually charge the credit card to pay the invoice if the card fails in the initial attempt

    1 vote

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  12. Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.

    1 vote

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  13. 1 vote

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  14. Turn off by default the deleted documents in the reporting feature
    ( Include deleted documents in figures)
    https://pandadoc.zendesk.com/agent/tickets/479117

    1 vote

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  15. When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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  16. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. We need users to be able to look at all docs. within the workspace, but we need governance around new users.

    1 vote

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  18. upload a spreadsheet and convert into a table in a quote

    1 vote

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  19. A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.

    2 votes

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  20. able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.

    2 votes

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