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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7195 results found

  1. Ability to hide rooms from users who are not part of them in the workspace

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  2. ISO 27001 Certification

    2 votes

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  3. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. add a recipient to the folder to sign the documents

    2 votes

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  5. Option to remove the former price from the Quote builder in case products have volume-based pricing

    2 votes

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  6. Currently, we have a limit of only being able to import 10 PDFs at a time (separate from bulk import). Clients would like to see this limit increased to support much more, ideally around 20 at a time.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. When adding a presentation from Canva, there should be an option to adjust the image size to ensure it aligns uniformly with the rest of the pages in the document.

    4 votes

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  8. PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.

    2 votes

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  9. It would be great to get the section totals to appear as variables vs. only the quote total.

    1 vote

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  10. Ability to mask field tags on PDF documents populated via API.
    For example, a form where a signer enters their Social Security number. Mask the SSN number for security.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. HubSpot properties that are numbers formatted as percentages (%) currently appear in PandaDoc documents as decimals. It would be great to have them formatted as percentages, like the HubSpot formatting (i.e. 65% rather than 0.65).

    1 vote

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  12. Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.

    2 votes

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  13. Is there a way to send the generated document to Salesforce after it's been approved?

    2 votes

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  14. Ability to specify the file location when uploading completed PandaDoc document to Greenhouse.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  15. The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).

    2 votes

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  16. Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.

    4 votes

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  17. Ability to generate invoices in the ZUGFeRD or XRechnung format.

    4 votes

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  18. Would like the volume-based pricing to be listed without having to hover over it

    2 votes

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  19. Ability to disable the Send via link for existing documents and make existing links invalid.

    2 votes

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  20. warning notification if the document is not yet viewed

    2 votes

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