Skip to content

Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

7073 results found

  1. Ability to pass a hyperlink via a variable and set a text to display (similar to the text block option). Example:
    {
    "tokens": [
    {
    "name": "URL_Sample",
    "value": "www.pandadoc.com/sales",
    "text" : "PandaDoc Sales"
    }
    ]
    }

    2 votes
    0 comments  ·  API  ·  Admin →
    How important is this to you?
  2. Example Use Case:
    We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
    When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.

    Example rule:
    If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
    If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.

    We wanted to display any product that was family ‘SaaS’ and product…

    7 votes
    How important is this to you?
  3. Use same fields in different field conditions

    3 votes
    How important is this to you?
  4. Tax automatically added based on the conditional

    E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province

    3 votes
    How important is this to you?
  5. Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.

    2 votes
    How important is this to you?
  6. 'html to img' that returns the text in the form of an image and adds it as an image in PandaDoc

    1 vote
    0 comments  ·  API  ·  Admin →
    How important is this to you?
  7. 2 votes
    0 comments  ·  API  ·  Admin →
    How important is this to you?
  8. Using payments, I'm wanting to change the message that pops up when someone opens the proposal.

    1 vote
    How important is this to you?
  9. Option to connect to Isracard's payment gateway

    2 votes
    How important is this to you?
  10. The customer would like to create automation where a document is created from a template using the information from the Google Sheets file that contains data from a completed Google Form (without Zapier)

    2 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?
  11. Option to connect to Green Invoice payment gateway

    2 votes
    How important is this to you?
  12. 2 votes
    How important is this to you?
  13. Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

    2 votes
    0 comments  ·  Other  ·  Admin →
    How important is this to you?
  14. Support upload of videos for documents from Pinterest

    2 votes
    How important is this to you?
  15. Support upload of videos for documents from Instagram

    2 votes
    How important is this to you?
  16. Automation for closed lost when the document is expired in HubSpot

    2 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?
  17. QR code in the Signature Certificate to check the authenticity

    4 votes
    1 comment  ·  Other  ·  Admin →
    How important is this to you?
  18. QES in UAE

    2 votes
    0 comments  ·  Other  ·  Admin →
    How important is this to you?
  19. Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.

    3 votes
    How important is this to you?
  20. Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.

    1 vote
    How important is this to you?
  • Don't see your idea?