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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6795 results found

  1. Add cash as a payment option

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. Option to add VOID across a document that has already been sent and signed by all parties (and then resend)

    5 votes

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  3. Change document name after document completion

    4 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Ability to automatically disable forms once a number of signers and payment is reached.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  5. Option for recipients to select items from the entire catalog

    2 votes

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  6. 2 votes

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  7. Show payment value at the email sending pop-up when sending document to avoid risk of unassigned payment value

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. set a tax rate per product and have it automatically calculate on the pricing table

    3 votes

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  9. The ability for users to mass-download all of their contacts without needed to reach out to support

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:

    Making the green download button and the "other actions > download" option consistent.

    2 votes

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  11. Change document status to "In Process" after one of multiple recipients has signed.

    6 votes

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  12. Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.

    1 vote

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  13. When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.

    1 vote

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  14. add a thumbnail preview underneath the percentage of time spent to know what slide that is.

    1 vote

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  15. Ability to hide the purchase and margin option for certain users.

    1 vote

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  16. Calculate the subtotal based on the discount of one item instead of based on the full quantity.
    If the price each is $22, and there is a 10% discount, I want it to show 10% of $22, not the subtotal of $22 x 6 QTY

    2 votes

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  17. The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.

    2 votes

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  18. 6 votes

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  19. Hide or conceal information in variables from a recipient. For example, there are two recipients in a document generated from a CRM. Information about both recipients, such as address and name, is populated into the document via variables. Each recipient should not see the other's information.

    3 votes

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  20. When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc

    1 vote

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