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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6974 results found

  1. Ability to hide rooms from users who are not part of them in the workspace

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  2. ISO 27001 Certification

    2 votes

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  3. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. add a recipient to the folder to sign the documents

    2 votes

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  5. Option to remove the former price from the Quote builder in case products have volume-based pricing

    2 votes

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  6. PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.

    2 votes

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  7. The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  9. Is there a way to send the generated document to Salesforce after it's been approved?

    2 votes

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  10. Ability to specify the file location when uploading completed PandaDoc document to Greenhouse.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Use Case: Users are required to generate documents that go through an approval workflow before being sent to customers. However, some users bypass this process by downloading the document immediately after generation and sending it outside of PandaDoc.

    Ideal solution: Introduce an automation or developer-mode feature that disables the download option by default and automatically enables it once the document has been approved.

    2 votes

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  12. The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).

    2 votes

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  13. Ability to pull values using standard default tokens from a HubSpot deal to a pricing table.

    4 votes

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  14. Ability to generate invoices in the ZUGFeRD or XRechnung format.

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  15. Would like the volume-based pricing to be listed without having to hover over it

    2 votes

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  16. Example Use Case:
    We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
    When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.

    Example rule:
    If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
    If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.

    We wanted to display any product that was family ‘SaaS’ and product…

    7 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!



  17. Ability to disable the Send via link for existing documents and make existing links invalid.

    2 votes

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  18. Ability or option not to automatically change the fields names on template and document bundling.

    1 vote

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  19. Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Ability to hide line item in pricing table using smart content

    2 votes

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