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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. The customer would like to pull a discount from Google Forms into the pricing table via variable so it is reflected in the pricing table's total and calculated

    2 votes

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  2. Currently, when you import products from HubSpot, the document will take on the currency for the products listed in HubSpot, which overrides the template's chosen currency.

    2 votes

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  3. The customer would like the pop-up box for the payment to appear right after the signer has signed the document (not when the signer opens the document)

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment

    2 votes

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  5. Automatically add the PandaDoc URL to the HubSpot Deal Field

    2 votes

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  6. 3 votes

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  7. Do not send the recipient an email containing the document when they start to fill out a form

    2 votes

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  8. Only direct the recipient to the payment if they select a certain checkbox. For example I have Stripe payments sent up. If I sent someone a document to sign and they select credit card on the document I would like them brought to the Stripe page to pay. But if they select wire transfer they would not be brought to the stripe payment page.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  9. The option to restrict what users can access in Reporting (add permission management for Custom Roles).

    Example is restricting a user to only see data related to his their own documents.

    2 votes

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  10. 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)

    5 votes

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    1 comment  ·  Payments  ·  Admin →
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  11. Option to setup a due date for recurring payments

    5 votes

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    1 comment  ·  Payments  ·  Admin →
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  12. Right now, Tax can only be used with Quotes in Zoho

    2 votes

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  13. Update Salesforce fields with the PandaDoc variable based on the selected templates. There are cases when multiple templates are used with one Opp and not all of the docs created from one opp need to pass the field info. Currently, there is no way to set up the trigger for specific templates.

    2 votes

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  14. Hi!
    Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.

    And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount…

    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!

  15. Option to make product fields in catalog required

    2 votes

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  16. Support the ability to add a recipient to a Room using Zapier.

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  17. Multiple currencies per product in Catalog

    4 votes

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  18. PandaDoc extension for Edge

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. 2 votes

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  20. Display name of the product on the checkout page instead of document name

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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