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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7099 results found

  1. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  2. Currently discounts and taxes do not transfer from PandaDoc to QuickBooks Online. The feature request is to be able to do that.

    2 votes

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  3. 2 votes

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  4. Instamed to be added as an option for payment gateways

    2 votes

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  5. When we have a signed agreement, that agreement can be linked to another agreement.

    2 votes

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  6. Do not link the document to a CRM Object (Deal/ Opp/ Contact) when creating a doc via CRM

    2 votes

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  7. 2 votes

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  8. The ability for text content around fields to dynamically adjust based on the input length, similar to how variables function before a document is sent.

    2 votes

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  9. We have a smartform set up and want to have a contact preset question offer a dropdown to select the appropriate email.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. The ability to allow other participants to access the same document and perform in-person signing on different devices.

    2 votes

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  11. We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Could you please let us know if there is any configuration setting on our end to disable or reduce this automatic zoom functionality? If not, would you be able to assist us with a solution or workaround for this issue?

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  13. What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.

    2 votes

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  14. I am referring to rules placed on the pricing table, so only specific line items from the Hubspot deal populate specific pricing tables (there are two pricing tables – one for one off costs, one for ongoing costs).

    2 votes

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  15. I was wondering if it was possible to have calculated variables. The use case is that I have several product types for hardware (mobile hardware and fixed hardware). I want to display pricing tables with options for each type, but then have a combined variable for hardware in a summary table at the end of the document. Is this possible?

    2 votes

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  16. Would like to be able to add attachments such as a PDF to the home page

    2 votes

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    1 comment  ·  Rooms  ·  Admin →
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  17. For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.

    2 votes

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  18. When making a change to either template or document, the creation date should change based on the latest changes

    2 votes

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  19. The ability to add multiple eSign disclosure agreements per workspace would be helpful.

    2 votes

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  20. Hide the Timeline panel on the right side of the Overview page

    2 votes

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