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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6931 results found

  1. I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.

    5 votes

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  2. Have the option to add radio buttons without having to label them.

    5 votes

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  3. Customer would like to have another approval workflow after changes has been made for suggest edits

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  4. ability to adjust page numbering height that is shown in the PDF

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Ability to have payment gateways (Stripe, Authoriza.net, QuickBooks, PayPal, etc.) to have automations.

    5 votes

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    1 comment  ·  Payments  ·  Admin →
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  6. The option to edit how the fields look, especially the initial and signature fields (for instance, the ability to put a different border around the field or change its color to ensure that it's visible in the document)

    5 votes

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  7. having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times

    5 votes

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  8. API delete call - for a specific page only instead of an entire document

    5 votes

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    1 comment  ·  API  ·  Admin →
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  9. The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.

    5 votes

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  10. Be able to adjust chosen payment gateways in payment app on the particular document/template with new payment gateway integrations

    5 votes

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    3 comments  ·  Payments  ·  Admin →
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  11. A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.

    5 votes

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  13. automatically expanding while recipients type on it

    5 votes

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  14. Set 2 payment gateway for each document. For example, document 1 uses PayPal, document 2 uses Stripe.

    5 votes

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    0 comments  ·  Payments  ·  Admin →
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  15. Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.

    5 votes

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  16. 5 votes

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  17. replace the PDF source file with API call.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  18. disable the ability for the recipient to decline a document

    5 votes

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  19. Option to show line item fee total (similarly to line item tax total) in the total of the pricing table

    5 votes

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  20. Ability to remove / customize quick access templates preview

    5 votes

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