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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6930 results found

  1. Enable stripe tax inclusive and tax exclusive feature

    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.

    7 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. Ability to resize an image within a table

    Currently, you can only manually adjust the size of images when they are in their own block; however, inserting an image within a table cell does not allow manual size adjustments, and this would be a useful feature.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  3. Conditional fields for API

    Conditional fields for API

    Option to use conditional fields in API

    7 votes

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    0 comments  ·  API  ·  Admin →
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  4. Ability to set document layout for all the uploaded documents.

    Ability to set document layout for all the uploaded documents.

    7 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Bulk print multiple docs

    My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.

    7 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  7. Hide pricing table column if there is no value once the document is generated.

    Pricing table column will be hidden if there is no value once the document is generated.

    7 votes

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    2 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Email notification for Sender to verify that the document is sent

    email notification that the document is sent

    https://pandadoc.zendesk.com/agent/tickets/402131

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Salesforce: Release notes for recent changes

    do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    7 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. smart content in header

    be able to add smart content into the document header

    7 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Button to delete your account

    delete account button in profile settings maybe? Please advise where this elusive option can be found currently.

    7 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. Change the order in which the fillable fields can be completed: from top to bottom, instead of left to right

    Instead of left to right, have the option for fields to be filled out from top to bottom.

    https://support.pandadoc.com/hc/en-us/community/posts/5403538441111-Fillable-Field-Order

    7 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  13. Signing order for CC recipients: CC person view first then only the signer recipients need to sign

    Signing order for both for CC recipients and signers

    7 votes

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    1 comment  ·  Esign & Notary  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. bulk download templates/documents as a Docx

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  15. Option (button) to delete a role when assigning recipients to roles and creating a document

    delete role during the add recipients stage in creating a document

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  16. Stax

    Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  17. Allow collaborator's to add/create documents to a "shared with me" folder

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  18. Send out different documents to different signers via Bulk Send

    send different documents for different signers in bulk

    https://pandadoc.zendesk.com/agent/tickets/384350

    7 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Remove all required fields at once

    remove all required fields at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  20. Option to have a PandaDoc Lawyer to review the document before it was sent.

    Option to have a Lawyer to review the document before it was sent.

    7 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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