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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6536 results found

  1. General setting to disable data merge

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Document value currency

    Change the document value currency once the currency is set in pricing table.

    10 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Template Privileges

    The ability to send a template to a user outside of PandaDoc to collaborate on just one time (fill in specific fields: price, hours, notes, etc.) - by granting privileges for one template

    6 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  4. ability to pass the document to On Hold status

    ability to pass the document to On Hold status

    4 votes

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    Idea  ·  2 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Docusigns ability to create custom drop-down field block in editor

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Section auto numbering

    Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    6 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Disable the very first notification for a From

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Remove space in between sequence number and sequence name

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. QRCode

    For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Multiple lines in variables: insert line breaks in tokens/variables

    insert line breaks in tokens/variables

    9 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. Add taxes in catalog

    12 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Witness Signatures: Sign with a witness feature

    72 votes

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    8 comments  ·  Other  ·  Admin →
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  13. Pricing Table Tax automates based on Zip Code

    Have the pricing table tax automate based on a zipcode within the document

    6 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  14. Adding a note with document ownership transfer

    Adding a note when you transfer a document

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. ability to share forms with another workspace

    3 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Document tasks

    Create and track tasks for specific documents in-app

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Financial Force

    Integration with Financial Force

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Salesforce Marketing Cloud

    Salesforce Marketing Cloud integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. Adding more options to branding settings

    18 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  20. Dropdown in the pricing table

    Option to use dropdown in the pricing table

    40 votes

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    3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Not planned  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

    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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