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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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7405 results found

  1. 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. UGAP reference needed

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. wants to sign completed docs with adobe esign

    1 vote

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  4. stop the email/reminders on the recipient's end

    1 vote

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  5. 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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  6. 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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  7. true two way sync where dates sync back too (i.e. signature date)

    5 votes

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  8. 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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    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!

  9. 73 votes

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  10. 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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  11. a way to export the custom role permissions into excel file

    2 votes

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  12. 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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  13. Integration with JazzHR

    1 vote

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

    2 votes

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  15. 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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  16. Option to apply a discount to all the pricing tables at once

    4 votes

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  17. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    66 votes

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  18. Resize text, pricing table/table like an image block in blank page & cover page

    15 votes

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  19. A feature to add users who may need to download a completed document that aren't in the signing or sender parties.

    1 vote

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  20. We need to customize the completed document when downloaded it can be with or without footer

    1 vote

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