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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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2989 results found

  1. Ability to fax PandaDoc

    49 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!

  2. HubSpot variable should have capability to exclude values of zeroes after the decimal point

    4 votes

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  3. Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  4. We would like to give a signer the choice of paying in full up front with a discount or full price in 2 payments.

    4 votes

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  5. Table of Contents for all documents that are bundled as one document.

    3 votes

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  6. Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    3 votes

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  7. Keep the formatting when importing Google Doc

    6 votes

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  8. Ability to add nicknames or notes in contact feature

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Customer would like to change the pop up payment notification box or customize the wording

    8 votes

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  10. Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually

    20 votes

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  11. HubSpot - show total ARR at the bottom of the pricing table

    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!

  12. 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".

    37 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. I am working on a large pricing table, and I would need to add a couple of hundred rows at once

    3 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!

  14. Add Assets to the objects supported by the SFDC integration.

    3 votes

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  15. Currently, we can bundle documents via API but not add documents as pages.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  16. Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.

    Would like to have the ability to choose whether these are default added as required or not required.

    28 votes

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  17. Power Automate integration

    11 votes

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  18. Custom role has a permission to create workspaces

    3 votes

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  19. Ability to set a primary owner of a workspace different than the Account Owner

    12 votes

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  20. To better manage item distribution in Quote Builder during PDF rendering.

    38 votes

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