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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7029 results found

  1. Disable Instruction boxes when the recipient receives the document during signing in.

    6 votes

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  2. Unlock the next page after the user submits all the fields on the previous page

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Collect files field has option to show the file, like in Ev1. attach files can be viewed

    15 votes

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  4. 1 vote

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  5. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  6. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
    At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).

    2 votes

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  8. 7 votes

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  9. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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  10. Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).

    7 votes

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  11. For example, clients can choose to pay in full in the first line, make 3 equal payments in the second line, or 6 equal payments on the third line.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  12. when you press Next in Ev2 and go to signature, the window to sign won't open (so you need press signature) while in Ev1 it was automatically done.

    1 vote

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  13. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    3 votes

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  14. to create a digital signature with a DoD reader through PandaDoc

    1 vote

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  15. 7 votes

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  16. Conditional approvals could benefit from the addition of the AND statement.

    34 votes

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    5 comments  ·  Approvals  ·  Admin →
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    Hi,

    Good news! We have been working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team


    Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.

  17. replace a particular variable from all my templates all at once

    7 votes

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  18. No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. (info about participants linked to a deal object, for instance)

    3 votes

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  20. We have a customer that does strictly channel quotes. So they need to have the product list price, sales price, a discount AND a reseller margin (additional discount). Please see NSP Pricing Sample

    1 vote

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