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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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28 results found

  1. Pricing Table - set up Default Tax: Tax calculations

    Ability to set up default tax for the pricing table

    43 votes

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    4 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being evaluated  ·  AdminChristopher Ragland (Technical Support Associate, PandaDoc) responded

    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  2. Make the Finish button more clear

    Recipients often do not notice the Finish button after signing docs.

    43 votes

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    6 comments  ·  Usability Improvements  ·  Admin →
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  3. Disable chat option

    ability to disable chat option in a document

    42 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  4. The ability to customize bullet points EV2

    41 votes

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    6 comments  ·  Content Editing & Design  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  5. Lock fields position on a template/document

    37 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Send invoice when payment is made: Invoice with Paid windows

    The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).

    26 votes

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    4 comments  ·  Automations  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  7. Ability to bundle products with one-time payments and recurring payments into one batch

    10 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  8. Enhanced CSV capabilities for bundle and product options updates on Catalog

    Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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