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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7436 results found

  1. 4 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  2. 4 votes

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  3. When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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  4. 4 votes

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  5. 4 votes

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  6. 4 votes

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  7. 4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. 4 votes

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  9. Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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  10. 4 votes

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  11. Automatic document transfer from Hubspot to Salesforce.

    4 votes

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  12. Users cannot currently request a notary from a specific state when doing an On Demand session. Certain states, such as Florida require their documents to be notarized only by Florida notaries. Need ability to request a notary for a specific state in this scenario.

    3 votes

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  13. In the team dashboard to show just the completed status on the finalized view, and will not show signed

    3 votes

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  14. Inherit custom fonts uploaded and available in Templates when creating or editing the Home page

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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  15. "No Payment Collection" button is showing in draft documents even when payment collection is disabled.
    There is nothing to disable in Settings Payment gateway since there is no Payment gateway configured. The Message only appears when the Quote Builder is selected

    3 votes

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  16. The ability to insert/embed HTML or a code block in Rooms.

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  17. When collecting a payment, to have the option to set up surcharges through Stripe

    3 votes

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  18. Disable the option for the recipient to reply to the reminder

    3 votes

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  19. Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen

    3 votes

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  20. Integrate PandaDoc with a Tax calculator

    3 votes

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