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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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3829 results found

  1. Ability to set a required number of characters for fields

    6 votes

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  2. Support additional fields for recipient mapping in Salesforce like Street address, City, State, and Postal Code

    6 votes

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  3. designate a person as a collaborator on all new documents created or be added to a batch of documents all at once

    9 votes

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  4. Integration with ChargeBee

    15 votes

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  5. disable the ability for the recipient to decline a document

    5 votes

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  6. We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    20 votes

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  7. Ability to convert documents/document information into an invoice

    6 votes

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  8. Lock variables so they cannot be edited within PandaDoc (both directly and from the side panel

    12 votes

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  9. Add the option to hide the columns in pricing table via API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  10. Option to show line item fee total (similarly to line item tax total) in the total of the pricing table

    5 votes

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  11. Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).

    7 votes

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  12. At the moment the "Number of decimals" pricing table influences only the way the number are displayed. The user also wants to be able to use this setting for the way the number are calculated in the pricing table.

    5 votes

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  13. 3 votes

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    2 comments  ·  Forms  ·  Admin →
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  14. Option to use shared content library items in Smart content

    13 votes

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  15. Currently, some areas of the pricing table such as the subtotal, for example, don't allow you to change the formatting such as to align the content of the cell to the left, center, or right. It would be helpful to be able to customize the formatting in these areas.

    8 votes

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  16. Option to generate session ID for draft document

    6 votes

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    0 comments  ·  API  ·  Admin →
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  17. Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?

    4 votes

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  18. For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.

    5 votes

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  19. hide the discount column automatically if the discount is 0%

    27 votes

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    4 comments  ·  Automations  ·  Admin →
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  20. See activity of the template just like on documents. In this case, a template was deleted and the account would like to be able to see who did it.

    6 votes

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