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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6909 results found

  1. 1 vote

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  2. Add two discounts to the pricing table, one to the price, the second one for the subtotal for each product

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  3. Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.

    1 vote

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  4. Change document value via Zapier

    1 vote

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  5. We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!

    1 vote

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  6. Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document from another workspace into the active workspace

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  7. https://drive.google.com/file/d/1p6-IFYc2Vu7bQGN12wdZzTfoXdKC7RPq/view?usp=drivesdk

    It would benefit to multi select several documents at the same time for a specific task.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  8. Option to pass values from HubSpot custom fields that are not displayed in the "About this deal" section of the deal

    1 vote

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  9. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  10. The ability to receive a prompt message first before it deletes the entire content or table.

    1 vote

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  11. Option to update values from Salesforce via Import from CRM option for sent and viewed documents

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    1 comment  ·  Integrations  ·  Admin →
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  12. import non-PDFs through the Gmail plug-in

    1 vote

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  13. Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template

    1 vote

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  14. Start document sequence numbering from 0

    1 vote

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  15. Allow more than 365 days to autofill date field

    1 vote

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  16. Option to add a fee only to one line item and exclude all other items

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Integration with Redmine

    1 vote

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  20. The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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    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!

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