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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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5360 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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    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!

  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. When adding a presentation from Canva, there should be an option to adjust the image size to ensure it aligns uniformly with the rest of the pages in the document.

    4 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. This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).

    24 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!

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

    4 votes

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

    4 votes

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  13. Would like the volume-based pricing to be listed without having to hover over it

    2 votes

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

    2 votes

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  15. warning notification if the document is not yet viewed

    2 votes

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

    1 vote

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  17. Change payment terms in Quickbooks Invoice so that it can be due on a custom date instead of immediately.

    1 vote

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  18. 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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  19. Send the document automatically from HubSpot

    5 votes

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  20. you can create custom fields in PandaDoc to include dropdowns for selecting project-related markets. This customization can be reflected in the proposal and transferred to QBO if mapped correctly

    1 vote

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