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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7121 results found

  1. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  2. are we able to trigger updates to the deal stage once the pandadoc has been signed?

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Ability to add a shipping cost row into the total of the pricing table.

    4 votes

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  4. 4 votes

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  5. Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. 4 votes

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  7. It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  8. An option to resize the PDF version of a document before downloading.

    4 votes

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  9. ability to pass the document to On Hold status

    4 votes

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  10. 4 votes

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  11. 4 votes

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  12. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    4 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  13. Export a list of paid documents with the name, amount and date it was paid.

    4 votes

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  14. 4 votes

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  15. connect an agreement to a specific Stripe Product

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
    Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
    This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!

    4 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  17. Column mapping should be possible for Pipedrive, Hubspot, etc, not only for Salesforce

    4 votes

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  18. change app language to Indonesian

    4 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  19. Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.

    4 votes

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  20. when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
    In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
    Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.

    Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
    Thank you

    4 votes

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