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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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7123 results found

  1. UX improvement - section where all fields on doc are grouped so you can see them all at once (similar to how variables is)

    2 votes

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  2. The option to calculate percentage of a particular number.

    23 votes

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  3. Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.

    Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.

    3 votes

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  4. 2 votes

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  5. Allow other people besides The document owner to receive renewal notification emails

    21 votes

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  6. Danish language

    14 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  7. 3 votes

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  8. Make images in the ws list look beautiful.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. Remove header block.

    10 votes

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  10. 2 votes

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  11. Ability to pull tokens from both Deal and Contant records simultaneously

    9 votes

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  12. Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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  13. My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign

    4 votes

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  14. Ability to add a heading to the top of a table.

    14 votes

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  15. Option to indicate payment network accepted by the sender such as Visa, MC, Amex, etc.

    3 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  16. 15 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  17. Ability to add signatures for each page for uploaded document

    4 votes

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  18. Allow to map quantity of items to certain variables

    8 votes

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  19. Basically we're looking for an opportunity to use PandaDoc for our on-site final paperwork so we can collect payment at the end of the service. Swiping a card has a smaller processing fee than keying it in directly, so if we had the option to swipe a card instead of key it in, we would want to use that.

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  20. Client wishes to have a template be available for sending without having another user be added on her workspace.

    2 votes

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