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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7206 results found

  1. Quickbooks sales tax automation

    Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.

    4 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  2. No reply notification/no reply email

    4 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. UGAP reference

    UGAP reference needed

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Adobe E-sign

    wants to sign completed docs with adobe esign

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. stop the email/reminders on the recipient's end

    stop the email/reminders on the recipient's end

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Multiply cost of product by additional multiplier column

    The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
    The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
    It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
    EXAMPLE:
    This customer is buying licenses that are £5…

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Remove account owner from emails about billing/invoices/payments/receipts

    Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails

    4 votes

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    1 comment  ·  Other  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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!

  8. Complete a conditional field (as a Signature), before being able to download an attachment

    Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.

    2 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  10. signature date syncs back to HubSpot

    true two way sync where dates sync back too (i.e. signature date)

    5 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Payment Receipt from PandaDoc

    Customer would like to have an option to automatically send payment receipt from PandaDoc to their recipients after paying the document.

    Examples of generating receipts would include using our payment gateways such as Stripe, Square, Authorize.Net, PayPal, and QuickBooks Payments.

    65 votes

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    10 comments  ·  Quote to Cash  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but 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!

  12. Recurring payment in Quickbooks

    73 votes

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    3 comments  ·  Quote to Cash  ·  Admin →
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  13. Products in different languages and currencies with the same SKU in Catalog

    How I can manage our catalog in 2 languages?
    I need use Spanish / English for our proposals. But if my product has a SKU and I sell it in several countries, the SKU is the same, not by changing the language does the product change

    27 votes

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    Idea  ·  4 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. export the custom role permissions into excel file

    a way to export the custom role permissions into excel file

    2 votes

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    Idea  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Document deletion restriction for non-admins/managers / restrict deleting completed documents

    There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.

    Ability to only delete drafts and approved contracts, but not signed contracts

    10 votes

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    Idea  ·  2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. JazzHR

    Integration with JazzHR

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. support Google Drive or MS OneDrive videos

    Be able to support Google Drive or MS OneDrive videos instead of just youtube/wistia

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  18. Notifications sent to specific emails when a doc is completed

    Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

    7 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Apply a discount to all the pricing tables within the document at once

    Option to apply a discount to all the pricing tables at once

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Slovak Localization

    Hi,
    It seems that Classic editor offered also Slovak language, however current Editor 2.0 does NOT.
    Please add Slovak language also to newer Editor 2.0

    https://support.pandadoc.com/hc/en-us/articles/360003003613--Classic-Editor-Localization
    https://support.pandadoc.com/hc/en-us/articles/360046947533--Editor-2-0-Localization#h_3986e326-3e7f-47f5-840f-ef0446594bd1

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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