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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Advanced Reporting Access for Specific Users

    Would be better if advanced reporting feature can only be accessed by certain users/managers

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →

  2. HubSpot: Preserve formatting when syncing rich text fields

    Customers want rich text formatting from HubSpot fields to be preserved when syncing into PandaDoc. Currently formatting is flattened into plain text, requiring manual cleanup and reducing efficiency.

    15 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →

  3. In the template editor, have a visual cue for if a field is optional or required.

    Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  4. Search by Document & Template ID

    Ability to search for documents and templates by ID.

    7 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →

  5. tiered pricing, (as opposed to volume pricing)

    Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
    5 x $750 + 15 x $600, instead of 20 x $600.

    15 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →

  6. Conditional fields: 'Hide these fields' option along with 'Show these fields'

    The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.

    At the moment we have the following parameters:
    When Checkbox1 is checked
    Then 'Show these fields'

    However, the customer would like to have another option - 'Hide these fields'.

    24 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  7. Link a document to Authorize.net payment

    Option to link a document to Authorize,net payment

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  8. Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)

    As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.

    6 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  9. Design settings for Borders to be applied to specific text block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →

  10. Ability to automatically send a document created in PandaDoc from ActiveCampaign

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Installments: Choose a Date instead of an Interval for Payment Due

    Set due dates for payments

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the links below!

    Installments 

  12. Have two account owners

    Have two account owners

    https://pandadoc.zendesk.com/agent/tickets/423569

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  13. Ability to hide Image and description of a product imported from Catalog into a pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  14. There should be an option online to change the subscription plan to Free eSign plan.

    There should be an option online to change the subscription plan to Free eSign plan.

    2 votes

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    0 comments  ·  Other  ·  Admin →

  15. Salesforce Data to Populate Checkbox in Doc

    We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.

    3 votes

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    0 comments  ·  Automations  ·  Admin →

  16. Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    Ability to pass billing frequency fields into the pricing table for HubSpot line items.

    15 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  17. Salesforce: Manually change document status within Salesforce

    Manually change document status in Salesforce Integration to decline contracts as necessary

    7 votes

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    1 comment  ·  Integrations  ·  Admin →

  18. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  19. Smart Content based on Pricing table values

    Smart Content feature for Pricing table

    32 votes

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    7 comments  ·  Quote Builder & Pricing table  ·  Admin →

  20. Auto-Capitalization Option

    Auto-Capitalization Option

    • will auto capitalize words on the document
    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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