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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. Allow users to set the fee to over 100% in the Quote Builder.

    2 votes

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  2. Ability to set up the document currency based on the Zoho CRM field.

    2 votes

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  3. Make a footer (text block) a page wide

    2 votes

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  4. Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    4 votes

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  5. We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person

    2 votes

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  6. A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).

    2 votes

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  7. Add more CRM integrations for the Rooms feature.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  8. Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.

    3 votes

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  9. Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.

    2 votes

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  10. By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.

    6 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Have the ability to send a reminder from the overview tab without needing to go to the Payments section.

    1 vote

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  12. Ability to retrieve the data of products within a Product Bundle via API

    3 votes

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  13. The option to select what type of fields a user wants automatically populated on uploaded documents. At the moment, the app populates all types of fields.

    2 votes

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  14. When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".

    34 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!

  15. Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes

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  16. Suggest edits on uploaded documents

    2 votes

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  17. In the quote builder block, it would be great to have the ability to customize the logic behind the columns and what they do to the price and the total.
    For example, there is a built-in 'fee' column that can be displayed as a percent markup on the products, but I would like to have the ability to adjust the logic behind the column.
    See the image attached. The ability to adjust the logic behind how the total column is displayed when custom columns are used could open up wide possibilities for custom discounts, fees, or margin calculations on the…

    2 votes

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  18. 'Walkthrough arrow' that would stop at pricing table items, guiding recipients to make a decision on each.

    2 votes

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  19. 2 votes

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    0 comments  ·  Payments  ·  Admin →
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  20. Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.

    2 votes

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