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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6612 results found

  1. Preview a template when you are in the "Templates" tab

    14 votes

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  2. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  3. 1 vote

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  4. Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

    26 votes

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    Idea  ·  6 comments  ·  Integrations  ·  Admin →
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  5. "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    9 votes

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  6. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    8 votes

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  7. Collect a payment and have it charged like a week later?

    3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  8. With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  10. Is there anything on the pipeline that will make this easier for us to move documents across workspaces?

    189 votes

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  11. 2 votes

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  12. include the Bill To First and Last Names to Authorize.net payments

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  13. I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    12 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  14. 1 vote

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  15. The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    26 votes

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  16. Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    2 votes

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  17. TaxJar integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Require one option for a recipient to sign instead of having more options

    3 votes

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  19. The customer is requesting to pull product data from Insightly to PandaDocs as part of the native integration.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.

    19 votes

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