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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7202 results found

  1. When products are imported to the Catalog via CSV and the description contains hyperlinks, they are not hyperlinks after the upload. After adding the product to the pricing table, the hyperlinks are not saved.

    2 votes

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  2. When importing an expired document it should keep the expired status

    2 votes

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  3. Have the ability to show an additional product (like a mandatory license or fee) when the recipient chooses a certain product from the options.

    2 votes

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  4. changing the user's username will not affect the username of old document

    2 votes

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  5. When you log in via email alias, it's detected as a new account/user, which is not ideal.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".

    2 votes

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  7. I'd like to see how many and what agreements are when using a specific template from our template library. Please share how best to do this.

    2 votes

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  8. Pricing Table to less the line item discount per item quantity. Currently, when a recipient edits the quantity to more than 1, the line item discount is applied only once, not per quantity.

    For example:
    Price: $419 multiplied by Quantity: 1, less the Discount: $84 = Total: $335

    If the recipient adds more quantity, it becomes like this:
    Price: $419 multiplied by Quantity: 5, less the Discount: $84 = Total: $2,011

    2 votes

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  9. Direct integration within Salesforce Experience Cloud

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. When a document is on set status, the option to add a recipient on the sent documents should be disabled

    2 votes

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  11. Ability to filter Zapier generated documents

    2 votes

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  12. 2 votes

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  13. Pass image from Salesforce to Pandadoc

    2 votes

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  14. At the moment, the Quote Builder's "Section Subtotal" includes the line item's taxes in the calculation. The customer wants a subtotal that only includes the sum of the products' prices. Some of the products have different taxes each, so it's not possible to add them to the "Tax" tab below the Subtotal.

    2 votes

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  15. To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months

    2 votes

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  16. Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name

    2 votes

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  17. To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  18. Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?

    2 votes

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  19. Include the document link in the response body, not just the document ID.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  20. Ability to send a PandaDoc document when a HubSpot deal stage changes

    2 votes

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