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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. When creating a startup it is necessary to make a founders agreement and an equity agreement. The equity agreement is much more formal in terms of ownership and is something I think will be used a lot.

    1 vote

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  2. Ability to display catalog products' prices as % percentage.

    3 votes

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  3. Customer would like to link the document to Quote record in SalesForce

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.

    3 votes

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  5. 4 votes

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    0 comments  ·  Payments  ·  Admin →
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  6. It's really important to show the VAT (value added tax) and the gross before tax/vat in Quote builder

    11 votes

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  7. Ability to use saved messages for eforms

    2 votes

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  8. To be able to transfer data from one form ( Form1) to another form (Form2) automatically, for example:
    I want to send someone our "Intake Form" (lets call it Form 1). THEN I want to take the information from Form 1 and input it into a new form (Form 2). THEN I want to send that new form (Form 2) and send it to get signed by the client.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. I'm using Zapier to add all new agreements created to an Airtable (so agreements can be linked to projects, clients etc), and I'm having to spend time manually deleting any agreements in Airtable that have been deleted in PandaDoc. I'm able to update Airtable records when an agreement's status changes (such as viewed --> completed), but not when it is deleted.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Option to set autofill with signing date when creating documents via PDF

    2 votes

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    0 comments  ·  API  ·  Admin →
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  11. Download the body of the document email message

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  12. 2 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!

  13. When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. 2 votes

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  15. Group manually completed documents in one folder or create a tag for them by default

    2 votes

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  16. Being able to bundle documents on the mobile app so users can work out of PandaDoc on an iPad and still be able to bundle if their workflow happens outside of the office (remotely working, etc).

    12 votes

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    0 comments  ·  Mobile  ·  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!

  17. Option to disable removing recipients in CC, always keep recipient in CC

    6 votes

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  18. Allow the recipient to change the name and pricing of products

    2 votes

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  19. Integration capabilities with WhatsApp

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. The customer would like the "Expiring Soon" tab to include documents that will expire within more than 2 weeks, not just 1 week.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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