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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7483 results found

  1. Adding different prices for one item in catalog

    4 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Export recipients' data of the docs in a specific status

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Transfer documents from Hubspot to Salesforce

    Automatic document transfer from Hubspot to Salesforce.

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Ability to request an on demand notary from a specific state.

    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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    0 comments  ·  Esign & Notary  ·  Admin →
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  6. Melbourne Time Zone

    Add a timezone for Melbourne. Currently we only have Pacific Noumea which differs with the clocks changing for daylight savings.

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. n8n for PandaDoc EU

    -

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Home: show just the completed status on the finalized view, and will not show signed

    To show just the completed status on the finalized view, and will not show signed

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Rooms: option to use custom fonts

    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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  10. "No Payment Collection" UI visibility on Quote builder with no Payment gateway configured

    "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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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. HTML on Rooms feature

    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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  12. Option to apply surcharge to Stripe

    When collecting a payment, to have the option to set up surcharges through Stripe

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  13. Disable the option for the recipient to reply on the reminder

    Disable the option for the recipient to reply to the reminder

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option

    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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    0 comments  ·  Usability Improvements  ·  Admin →
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  15. Integrate PandaDoc with a Tax calculator

    Integrate PandaDoc with a Tax calculator

    3 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  16. Option to link conditional fields to payment

    Add an option to link conditional fields to payment. For example, if the user selects 'Yes', they proceed to payment; if 'No', the document will be completed without payment.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. Allow Document Sender Reassignment Without Resetting Signatures

    When a user leaves the organization and is removed from the PandaDoc workspace, their name remains as the sender on all previously sent documents. This creates confusion for clients, especially when trying to access or reference older documents sent by former employees. Have the ability to reassign the sender or update the sender information on previously sent or completed documents without impacting the document’s status.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Billing frequency in Quote Rules - set the number of months in the billing frequency

    The customer needs to - set the number of months in the billing frequency so the contract term is calculated

    3 votes

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    0 comments  ·  Workflows  ·  Admin →
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  19. [Word Export] Support numbered lists in DocX export

    Support numbered lists in DocX export

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Set specific time for auto reminder

    Ability to set a specific time for auto reminder what we only have is days

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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