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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7133 results found

  1. price ranges for quotes

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Option for a user to leave a workspace

    Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    6 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Sync Pandadoc CPQ with Salesforce Pricebooks

    We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Recover Deleted Catalogue Items

    Recover Deleted Catalogue Items

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Profit margin for each item in Pricing table

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Xero

    Native Xero integration

    142 votes

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    10 comments  ·  Integrations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  7. Thai language supported by letters only field validation

    2 votes

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    0 comments  ·  Localization  ·  Admin →
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  8. move the value of price/amount on the pricing table

    move the value of price/amount on the pricing table

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  9. [Mobile App] Ability to manage integrations in mobile version

    Integrations in mobile version.

    8 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  10. IP tracking and filtering

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Field Validation in forms

    Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Automation with the internal systems(using freshbook) For invoices and contracts

    Automation with the internal systems(using freshbook)
    For invoices and contracts

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. pull photos of users to PandaDoc documents from Salesforce

    pull photos of users to PandaDoc documents from Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Pre assign roles in app

    Would love to see pre-assigned roles carry over into the app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  15. Edit Document Creation Variable (system variables)

    Date on front page - in classic is was the date created but you could edit it if needed - cannot edit it now needs to be deleted and written out

    16 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  16. Pricing Table - set up Default Tax: Tax calculations

    Ability to set up default tax for the pricing table

    50 votes

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    4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. The ability to hide a column for one section in the pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Add multiple locations/addresses to the same contact

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Shopify Product sync

    Would love to see the ability to pull product info from Shopify.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Image Layout in EV2

    To have the image layout from EV1 to be available in EV2.

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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