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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. We would like to use recipient groups in Forms. Currently, they are only available on documents.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).

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    4 votes

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  3. Moving sent or completed documents to a selected PandaDoc folder - for Forms

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Required option for Quote Builder - similar to fillable fields

    6 votes

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  5. 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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  6. Option to remove PDF page break to download the page as a whole

    15 votes

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  7. 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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  8. 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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  9. 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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  10. 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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  11. 1 vote

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  12. 1 vote

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  13. 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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  14. The Nutshell integration to be made available for accounts in the EU server.

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 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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  18. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. 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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  20. 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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