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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5392 results found

  1. Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.

    2 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!

  2. 2 votes

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    0 comments  ·  API  ·  Admin →
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  3. 2 votes

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  4. Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Automation for closed lost when the document is expired in HubSpot

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  6. When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.

    2 votes

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  7. Once a document is completed, can I have it update an opportunity with the file in Copper?

    2 votes

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  8. Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress

    2 votes

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  9. auto-place fields using the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  10. add the settings in the pricing table so a few products are already automatically preselected

    2 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!

  11. Is there a way to share Room templates between workspaces like there is for Document templates

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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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!

  12. Bold the Grand Total in the Quote

    2 votes

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  13. 2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. 2 votes

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  15. Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.

    2 votes

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  17. This feature would enable team members with Member roles to make necessary adjustments to templates, such as updating certain fields/blocks, without needing full editing access to the entire template.

    2 votes

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  18. Ability to show text in table's rows and cells based on the variables' values (see the screenshot below)

    2 votes

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  19. The customer has requested the ability to disable the field alignment bar when dragging and dropping fields.

    2 votes

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  20. The customer would like to hide or remove edit suggestions history from the recipient's view.

    2 votes

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