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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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2929 results found

  1. Ability to set up default tax for the pricing table

    53 votes

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  2. Native Xero integration

    150 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  3. Change the document sender to any email without using Send on behalf.

    24 votes

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    We’ll send you updates on this idea

    2 comments  ·  Other  ·  Admin →
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  4. 5 votes

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  5. Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    17 votes

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  6. Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.

    11 votes

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  7. Be able to set up discounts for catalog items and insert the items with those discounts

    10 votes

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  8. Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

    6 votes

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  9. We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    5 votes

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  10. Recover Deleted Catalogue Items

    7 votes

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  11. 5 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. move the value of price/amount on the pricing table

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. Would love to see the ability to pull product info from Shopify.

    9 votes

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  14. It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    4 votes

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    • Multiple font weights
    • Letter spacing
    • Ligatures
    • Typekit fonts support
    7 votes

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  15. They would like dynamic variables that will auto-populate based on what product options the customer chooses in the document or other values

    17 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    5 votes

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    0 comments  ·  API  ·  Admin →
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  17. The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

    133 votes

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  18. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    12 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data

    7 votes

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    1 comment  ·  Forms  ·  Admin →
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