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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. When exporting a document as PDF the number format of the pricing table is changed to US number formatting even if the document uses a different number formatting (e.g. Germany).
    The PDF export, therefore, does not match the PandaDoc making it unable to create proper documents for markets outside of the US.
    Please fix this issue.

    2 votes

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  3. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. A feature / On/Off button that triggers a Notification to the Workspace owner for every new documents/template created.

    2 votes

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  5. able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.

    2 votes

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  6. Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.

    With DocuSign,…

    2 votes

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  7. Download completed document in docx format

    2 votes

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  8. Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. Be able to use the customize button for the Document Values within Reports

    2 votes

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  10. collaborators can see the attached files with the permission to view and comment the document

    2 votes

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  11. Ability to set a limit for the number of files being uploaded via the document creation.

    2 votes

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  12. I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters

    2 votes

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  13. Ability to access and delete from the inbox on mobile

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  14. Option to add an EMPTY value " " in JSON API to not display any content library from a smart content ? (even if some content library were selected in Pandadoc)

    2 votes

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    0 comments  ·  API  ·  Admin →
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  15. 2 votes

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  16. It would be great if you can implement the auto collection of tax (Inclusive or exclusive ) that would reflect in stripe invoice. Currently , we put tax break down in our document but when the payment is done, there is no tax breakdown in stripe invoice or payment details.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  17. 2 votes

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  18. Upload .xml files

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Option to pull value from the Deal custom field to the pricing table in PandaDoc

    2 votes

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  20. For the conditional fields to be activated as soon as the property is filled in HubSpot no matter what is filled in.

    2 votes

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