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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7111 results found

  1. hide decimals points in the quote builder

    9 votes

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  2. 1 vote

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  3. 1 vote

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  4. Option to reorder tabs at Home

    4 votes

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  5. We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.

    8 votes

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  6. Automations: Paid status aside from Completed and Sent statuses.

    2 votes

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  7. Current process:

    1. Create a new template OR create a template from an existing document and then polish it up
    2. Create document
    3. Realize there is no approval workflow
    4. Convert to template
    5. Add workflow to template
    6. Create document
    7. Delete document that was originally created in Step 2

    As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. 1 vote

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  9. When status changed to Completed, generate a draft document. E.g. when a Quote template is approved, create a draft Invoice to be sent later.

    This would be useful for a lot of service-based businesses who invoice after work is complete

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  10. Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.

    1 vote

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  11. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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  12. Ability to restrict field editing and placement on templates/ documents

    7 votes

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  13. Ability to hide specific products within the bundle in the quote builder.

    1 vote

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  14. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  15. have synced text fields across templates so if the user changes the text in one template it would change in the other too
    https://pandadoc.zendesk.com/agent/tickets/568047

    1 vote

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  16. In case the product has a discount in Salesforce, have an option not to pull this discount to the PandaDoc document. For now, the discount is pulled automatically into the hidden column.

    1 vote

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  17. Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.

    1 vote

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  18. We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.

    4 votes

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  19. Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  20. option to have a fillable field without any assigned recipients

    5 votes

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