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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6797 results found

  1. Required option for Quote Builder - similar to fillable fields

    6 votes

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  2. Option to setup a custom email message when sending another document via Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).

    9 votes

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  4. Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time

    13 votes

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  5. having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times

    5 votes

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  6. The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.

    1 vote

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  7. Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. 1 vote

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  9. 1 vote

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  10. Webhook for the subscription created in Stripe once the document is paid

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. The Nutshell integration to be made available for accounts in the EU server.

    1 vote

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  12. Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?

    That would save us so much time of data backup!!

    2 votes

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  13. 1 vote

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  14. 1 vote

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  15. Option to subtract the fee from the total, rather than adding it to the price. For example:
    A charge is $1800, but 20% is a management fee, $360. So the product price should read $1440, the fee cost should be $360 and the total should be $1800.

    1 vote

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  16. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. Option to create a conditional formula for calculations, for example: if the price is $300, a specific fee is added.

    7 votes

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  19. Ability to filter documents by the signing order progress.

    2 votes

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  20. The "All Documents" view should display the name of folders where the documents reside.

    1 vote

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