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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7128 results found

  1. Have the ability to resize the Header and Footer

    3 votes

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  2. Option to resend a completed document to one of the signers for re-signing (without editing the document)

    3 votes

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  3. Add cash as a payment option

    3 votes

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  4. Hi Team ,

    Kindly add audit history to every document & every template .
    So visibility will increase who updated approval workflow & who updated approver name in the template & document .

    it will useful to trace logs of any document & template .

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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  5. set a tax rate per product and have it automatically calculate on the pricing table

    3 votes

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  6. View which documents had ownership transferred - view who the new owner is

    3 votes

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  7. Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    3 votes

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  8. I am working on a large pricing table, and I would need to add a couple of hundred rows at once

    3 votes

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  9. Currently, we can bundle documents via API but not add documents as pages.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  10. The employee who added variables to our PandaDoc templates via Monday.com items is no longer with us. I currently have multiple Monday.com boards with active items being used as variables connected to multiple PandaDoc templates. The problem is I have no idea which variables listed in Monday.com are connected to which templates in PandaDoc. I'm trying to figure out the best way to find out where the variables are connected/integrated in Monday.com and vice versa.

    3 votes

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  11. The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.

    3 votes

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  12. We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint

    3 votes

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  13. Ability to use pricing table information from the first document as variables on the second document when "Sending another document when PandaDoc document status changes" automation

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  15. When signature forwarding, it will automatically update other fields or variables when it is sent to another signer

    3 votes

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  16. Option to add crop marks

    3 votes

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  17. The ability to enable/place an email signature at the bottom of emails for sent document notifications.

    3 votes

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  18. Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.

    3 votes

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  19. Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.

    3 votes

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