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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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74 results found

  1. Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

    665 votes

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  2. Choose the number of decimals shown to the viewer.

    Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.

    440 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Currency formatting

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  3. Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?

    121 votes

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    4 comments  ·  Forms  ·  Admin →
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    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  4. Ability to add variables in columns that are not just plain text so that they can be multiplied.

    84 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  5. Option to apply a discount % based on the total spending of the client. For instance, if the client proposal is worth between £5,001 to £10,000 = 5% discount, from £10,001 to £20,000 = 10% discount
    from £20,001 up = 15% discount.

    66 votes

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  6. Allow to add payment fees to the payment integration, for example 2% for card payments

    57 votes

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    10 comments  ·  Payments  ·  Admin →
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  7. Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables

    56 votes

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  8. It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.

    53 votes

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    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.


  9. Option to use Profit and Margin app with Quote builder

    47 votes

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  10. 39 votes

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  11. subtotal without line item discounts total (a frequent request btw) - in other words, a footer price column subtotal and

    31 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  12. Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.

    23 votes

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    7 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.

    PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.

    For more information, please check the link below:

    Debugging and Retries

  13. Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option

    21 votes

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    3 comments  ·  Payments  ·  Admin →
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  14. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    11 votes

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    0 comments  ·  Other  ·  Admin →
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  15. enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Section quantity in Quote Builder


    You can reach out to your Account Manager or to our support team at support@pandadoc.com to learn more about Quote Builder and CPQ.


  16. Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  17. most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping…

    6 votes

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  18. Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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  19. ability to add multiple choice option to sections, so that recipient could choose between sections

    5 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    • https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options


    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  20. Once the CLI is updated, update it automatically on a template too

    4 votes

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