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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6307 results found

  1. 3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  2. Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.

    3 votes

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  3. 3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  4. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    3 votes

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  5. Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    3 votes

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  6. 3 votes

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  7. The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  8. "As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. When a document is completed - add a quarter/year/month tag to it automatically for easier search

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  11. The possibility to add only sequence number to the document without required sequence name.

    3 votes

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  12. Client would like a way for the sender address variable to automatically be filled in each time a document or template is created.

    3 votes

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  13. An ability to hide the sections (not delete) mapped from Salesforce

    3 votes

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  14. This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized

    3 votes

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  15. Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.

    Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.

    3 votes

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  16. 3 votes

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  17. to be able to control the user's progress in filling up the fields in a document. To set prior to sending the document the order which fields are to be filled up first

    3 votes

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  18. Link Salesforce record expiration setting to PandaDoc document

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. 3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  20. Client would like the option to save custom colors within pandadoc

    3 votes

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