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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. To be able to either disable this modal dialog or for the dialog to dynamically hide mention of payments where there is no balance

    2 votes

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  3. Add a row to the pricing table footer that shows the "total after the discount" that does not affect the overall discount.

    2 votes

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  4. Calculate total discount based on other discounts, for example, "Discount Total" to show $12,250, and automatically calculate depending on what the discount is.

    2 votes

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  5. Integrate with Echelon Payments

    2 votes

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  6. Option to merge the data of one quote builder to another, for example, to combine to give a total or subtotal from the multiple quote builder blocks.

    2 votes

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  7. Option to change the status of the expired document in bulk

    2 votes

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  8. We would like a way or a solution to route form submissions (that are embedded on a website) to different company supervisors based on a user selection (dropdown) so that they can get sent the unique session link individually. Trying to create this functionality all within the same form rather than multiple forms with multiple different approval groups.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. When a variable is filled in, a website link is added automatically via automation.

    2 votes

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  10. Ability to create bulk send to be sent for later

    2 votes

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  11. Ability to hide rooms from users who are not part of them in the workspace

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  12. ISO 27001 Certification

    2 votes

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  13. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. add a recipient to the folder to sign the documents

    2 votes

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  15. Option to remove the former price from the Quote builder in case products have volume-based pricing

    2 votes

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  16. PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.

    2 votes

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  17. Ability to create one invoice per customer transaction. Not make a separate one for PandaDoc and Stripe, or QuickBooks.

    2 votes

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  18. Is there a way to send the generated document to Salesforce after it's been approved?

    2 votes

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  19. Ability to specify the file location when uploading completed PandaDoc document to Greenhouse.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).

    2 votes

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