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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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6794 results found

  1. integration with coda.io

    2 votes

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  2. When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.

    2 votes

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  3. Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  4. This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.

    2 votes

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  5. Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)

    2 votes

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  6. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  7. I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    10 votes

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  8. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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    3 comments  ·  Payments  ·  Admin →
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  9. Allow an integration with Pipedrive if the data is stored on EU servers

    1 vote

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  10. My clients like to get a PDF of the document to share. The PandaDoc link is great for execution, but with proposals they like to send it around to others to look at and markup for negotiations. It would be great if I could "send" it then an email automatically pops up in Gmail to send them with my signature.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.

    1 vote

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  12. Payment Integration with Flywire

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  13. 3 votes

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    1 comment  ·  Forms  ·  Admin →
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  14. Ability to use fractional numbers within the QTY column in the quote builder

    4 votes

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  15. Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  16. Customer would like the template tags to be display in the HubSpot document card (in PandaDoc module) when a document is created from the specific template.

    2 votes

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  17. Some of the documents that we need signed are being signed in other countries outside of the US.

    For our business compliance, we cannot allow this. We can only have signatures done in the USA.

    3 votes

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  18. Ability to add text blocks to any place on the "content" type page.

    8 votes

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  19. Folders appear on the Home page

    4 votes

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  20. 38 votes

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