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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

    • Will allow the user to be able to change the price that is set in volume pricing
    5 votes

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  1. Ability to change default title for documents created via HubSpot

    5 votes

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  2. Remove an option to leave a public comment on a form for the recipient

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  3. accept and apply discount codes (promo codes) in payment gateways

    5 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis

    2 votes

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  5. Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.

    2 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  6. In Salesforce Billing Address is captured in separate fields like Billing, Street, City, State, Postal code and country. How do I merge multiple fields from Salesforce into one field in PandaDoc?

    2 votes

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  7. Currently, based on the tab logic, focus navigates from top to bottom and left to right. However, it also accounts for the pixel height of the field. Therefore, if fields are misaligned, focus will jump to the higher field instead.

    2 votes

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  8. An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.

    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!

  9. Add PandaDoc module to Pipderive (i.e Projects)

    2 votes

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  10. Require recipients to complete document attachments

    2 votes

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    1. It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
    2. The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
    2 votes

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  11. 2 votes

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  12. Prevent/ block recipients from screenshotting documents

    1 vote

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  13. Customer would like the option to be able to assign or change payer after the document has been sent

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Ability to pass products from multiple Salesforce objects to a single document.

    5 votes

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  15. Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)

    3 votes

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  17. Customer would like to have the ability to upload different signatures in their profile

    4 votes

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  18. Option to generate in-person signing link via PandaDoc API

    2 votes

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    0 comments  ·  API  ·  Admin →
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