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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. As it stands, the integration with Square is virtually unusable. We're can collect payment on a document but we can't manage the payments unless we're using a built in invoice. A workaround for now would be when adding payment to a document, generate an invoice in square so that the payments can be managed from Square. Right now, the payment only shows in square when it gets paid.

    6 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  2. integration with Google Slides

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. add thank you message display after the form summation

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    6 votes

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  5. Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

    6 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  6. the blurred background is a default IRS forms instead that it will preview or blur their own forms

    6 votes

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  7. Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.

    6 votes

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  9. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    6 votes

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  10. The possibility to add only sequence number to the document without required sequence name.

    6 votes

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  11. 6 votes

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  12. The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
    The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
    It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
    EXAMPLE:
    This customer is buying licenses that are £5…

    6 votes

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  13. API to download pandadoc document in docx format.

    6 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  14. Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    6 votes

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  15. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    6 votes

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  16. 6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 6 votes

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  18. Include document content in reporting (products, tokens, etc).

    6 votes

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  19. Headings auto-numbering doesn't work on cover page

    6 votes

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  20. After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)

    6 votes

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