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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 8 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Customer would like to download the uploaded files from the collect file fields by their recipient via Zapier

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Pass values from HubSpot along with currencies to the document

    3 votes

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  4. Instalments: ability to set a custom due date for the first instalment within the instalment pop-up

    4 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial

    2 votes

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  6. Send the document automatically from HubSpot

    2 votes

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  7. 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.

    4 votes

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  8. Moving Panda doc sealed docs from PandaDoc item to files on Monday CRM (Customers board)

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.

    3 votes

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  10. Since we have a Room which allows us to create a secure collaboration space. It will be benefecial to have a general Approval Workflow process within the room before publishing

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  11. Ability to link forms and not just documents to CRM deal pages

    4 votes

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  12. Automatically turn on 'Enable optional item' for pricing tables and quote builder instead of having to manually enable this

    4 votes

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  13. PandaDoc desktop app

    9 votes

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  14. to change the colour of individual text elements in a quote builder

    For example, to make the ticks green and the crosses red in the description

    3 votes

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  15. We use Pandadoc integrated with Dynamics 365 and when we send a quote to a customer and the customer wants another option of the quote and finally goes on with the new option, the pandadoc we sent for the first quote is still open and either has to be denied by the customer or the sales team internally. Please let us know if pandadoc can automatically close a pandadoc document when the associated quote is closed or revised. Also, we are using uploading PDF document into pandadoc to send the customer.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. View an overall list of the taxes collected through payments on documents

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  17. Ability to delete documents from the Payments page

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  18. Adding the 'Section Total excl. VAT' as a custom line to the section total of the quote builder (just like Subtotal, Total Quantity, etc.) will help to save valuable time when sending out quotes and proposals. It is import for the recipient to the that extra information the Section total.

    2 votes

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  19. A status to reflect when an installment payment has been made and for it to 'stick' even when the document has been edited (it reverts to sent and does not show a record of the payment made).

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  20. Option to add a signature field that prompts signers to schedule an appointment with a Notary.

    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!

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