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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7483 results found

  1. Catalog item description formatting on import

    Allow to pass the formating for item descriptions for catalog items

    3 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Subtotal for columns in Pricing Table

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Forms Presets/Templates

    Have ready-made template/presets for Forms as we only have it with templates/documents for now

    7 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. Display tax percentage in pricing table for 2.0 (like it worked for 1.0)

    Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Diffrent options to indicate the signer (for ex. mobile number)

    have an alternative if the signer dont have email can we use like mobile numbe

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. ability to easily move fields/blocks from one page to another

    10 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  8. RevTrak

    Integration with RevTrack

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. link products in the catalogue to existing products in Stripe

    5 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Notification toggle for the approval workflow for people within a approver group

    5 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  11. Have a possibility to create groups within workspaces

    Have a possibility to create groups within workspaces

    3 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. notification for when content items need updated

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. On the day exchange rate calculation.

    We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    3 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  14. ClickUp

    Integration with ClickUp

    17 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  15. 2 way sync for Freshsales

    are we able to trigger updates to the deal stage once the pandadoc has been signed?

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Dictate which folder a document goes to when it is created within Salesforece

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. option to bulk cc a recipient for all documents

    Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  18. restrict document owner to sign before document approval

    restrict document owner to sign before the document is sent for approval

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  19. Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table

    An ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Page layout that is bigger than A4 in length

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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