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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4107 results found

  1. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  2. Pass variables and field data as URL parmaters on the form URL.

    7 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  3. ability to print forms

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. 1 vote

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  5. Forms can be uploaded as a static document, without signing/sending features.

    1 vote

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  6. 1 vote

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  7. Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document

    1 vote

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  8. 1 vote

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  9. Limit the user of the bulk send

    1 vote

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  10. 5 votes

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  11. When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01

    1 vote

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  12. Would be great to be able to name a revision that you're about to send out, even like "v1", "v2", etc -- revisions are good, but would be great with this

    1 vote

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  13. There is something very unappealing about PandaDoc. It is the fact that one must consent to a warning that personal data will be gathered. One gets this warning twice: on opening, and before signing. I don’t recall seeing this message with any competitor." Can the number of warnings be reduced or eliminated?

    1 vote

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  14. It's uncomfortable for the client to switch between workspaces in PandaDoc to get the templates he needs (although HubSpot can connect to two workspaces).

    15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  15. Have an integration with Cascade HR system

    2 votes

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  16. We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.

    3 votes

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  17. Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    1 vote

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  18. 4 votes

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  19. 11 votes

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  20. We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    3 votes

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