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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I'd love to see a sync with Quickbooks Online in order to create and send a QB invoice upon the PandaDoc being signed.

    Right now, I'm currently having to figure out how to use Zapier to connect Hubspot/PandaDoc/Quickbooks and this would drastically simplify the process.

    Thanks!

    15 votes

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    4 comments  ·  Automations  ·  Admin →
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  2. 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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  3. Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.

    4 votes

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  4. The option to add linkable phone number via telto link so once you press on the link the system opens the default application for calls (if any). For now, we have only mailto link implemented.

    1 vote

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  5. 2 votes

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  6. Signing order: sender should be able to fill out the document without the need to open it in the email.
    For example in the document that has no signing order: https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/e11d487a3de2b227ceac5372bbad9762d8468b9e.png

    1 vote

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  7. Ability to mass delete product images in the catalog without deleting the products

    2 votes

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  8. Need ability to have a field on a contract left unassigned so that at the moment of signature the field can be filled in by either the RECIPIENT or the SENDER without having to choose beforehand.

    1 vote

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  9. option to add timestamp near signature field

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  10. 3 votes

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  11. Manually change the document status from Paid to Declined

    3 votes

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  12. Move to Folder xy when document was created by xy
    Move to folder xy when „Berater“ or „Customer“ is xy
    Our salesman do their document themselves so it would be nice to sort them in folders regarding their name.
    Also customer folders would be nice i always do this manually.
    Thanks!

    0 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Include SKU in the item name when an item is selected from the catalog to be added on their pricing table

    1 vote

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  14. Customer would like to have the feature to Request for Quotation RFQ from their clients

    2 votes

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  15. is there any way to move the option of United States to the top of the dropdown country selection when people are paying?

    1 vote

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  16. Option to upload a signature (which is not an image) to sign a PandaDoc document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Ability to choose not to show last name of the sender when sending documents.

    1 vote

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  18. possibility of having the fields automatically relocate to the correct position when a new row is added

    2 votes

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  19. Ability to upload .txt file

    1 vote

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  20. Option to keep the field empty in PandaDoc document in case there is no value to pass. For now, in case the mapped value is available, it will be passed to the field in PandaDoc document. If there is no value, it will appear as "undefined".

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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