Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. 1 vote

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  4. 1 vote

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  5. 1 vote

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

    1 vote

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  7. Reporting to have unique identifier

    1 vote

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  8. Allow to hide columns for individual line items

    1 vote

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  9. Cx don't want to click the Action button to download the PDF. They just want to show the download icon immediately (surface of the web view).

    1 vote

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  10. Hi all,
    I think it could be a good idea to split/divide the Certificate that is automatically generated at the enf of each signed document.
    It's an important part of the process so it's good to have it, but I suppose 80% of people usually remove it.
    It would be good to generate it automatically BUT as a separate file, downloadable at any requests/needs, but not automatically appended as last page of the document.
    That would be a fantastic idea!
    Ilaria

    1 vote

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  11. Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails

    1 vote

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  12. 1 vote

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  13. I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  15. Be able to set up discounts for catalog items and insert the items with those discounts

    1 vote

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  16. 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

    1 vote

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  17. 1 vote

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  18. Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. Ability to pass both formats of taxes simultaneously

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. 1 vote

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