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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7172 results found

  1. a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".

    2 votes

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  2. We, like many school districts or companies around the nation need to print out the contract after someone signs it. Since Pandadocs has redesigned the signage page, we now have to print out 2 pages, just for the electronic signage data trail, which is a pain. This was not the case in 2024, as I have been doing employee contracts like this for years via Pandadocs.

    1 vote

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  3. I'd like to see how many and what agreements are when using a specific template from our template library. Please share how best to do this.

    2 votes

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  4. Pricing Table to less the line item discount per item quantity. Currently, when a recipient edits the quantity to more than 1, the line item discount is applied only once, not per quantity.

    For example:
    Price: $419 multiplied by Quantity: 1, less the Discount: $84 = Total: $335

    If the recipient adds more quantity, it becomes like this:
    Price: $419 multiplied by Quantity: 5, less the Discount: $84 = Total: $2,011

    2 votes

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  5. Direct integration within Salesforce Experience Cloud

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Have the ability to search for documents or filter based on their renewal dates.

    2 votes

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  7. When a document is on set status, the option to add a recipient on the sent documents should be disabled

    2 votes

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  8. Text style bold in the column name in the quote builder

    1 vote

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  9. Ability to filter Zapier generated documents

    2 votes

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  10. 1 vote

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  11. 2 votes

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  12. 7 votes

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  13. 5 votes

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  14. Pass image from Salesforce to Pandadoc

    2 votes

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  15. Add the option to use "Zeller" as a payment method

    1 vote

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  16. Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".

    2 votes

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  17. At the moment, the Quote Builder's "Section Subtotal" includes the line item's taxes in the calculation. The customer wants a subtotal that only includes the sum of the products' prices. Some of the products have different taxes each, so it's not possible to add them to the "Tax" tab below the Subtotal.

    2 votes

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  18. To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months

    2 votes

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  19. Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name

    2 votes

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  20. Hey ! In my opinion, it would be a good idea to add a margin and padding option for the page header, because when you make quotations and the automatic page break occurs, if you download the PDF it doesn't look good on the following page because the content sticks to the header, which can give a bad image of the company to potential future customers.

    1 vote

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