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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Ability to Export PandaDoc document as HTML

    2 votes

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  2. 4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  3. Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    2 votes

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  4. Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually

    2 votes

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  5. Integration with Follow Up Boss

    2 votes

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  6. Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. integration with coda.io

    2 votes

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  8. 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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  9. 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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  10. Receive only the completed document notification to the pre-assigned email in Form

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. Allow an integration with Pipedrive if the data is stored on EU servers

    1 vote

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  17. 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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  18. 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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  19. Payment Integration with Flywire

    3 votes

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    1 comment  ·  Payments  ·  Admin →
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  20. 3 votes

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    1 comment  ·  Forms  ·  Admin →
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