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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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7109 results found

  1. add Office 365 as an option to login in the PandaDoc Mobile App

    7 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  2. Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. Be able to disable 2 charges verification Stripe payments

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  4. Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    7 votes

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  5. Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.

    7 votes

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  6. Have the pricing table tax automate based on a zipcode within the document

    7 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  7. ability to use pricing tables profit&margin variables

    7 votes

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  8. Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    7 votes

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  9. 7 votes

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  10. Recover Deleted Catalogue Items

    7 votes

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    • Multiple font weights
    • Letter spacing
    • Ligatures
    • Typekit fonts support
    7 votes

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  11. It would be very helpful if it was possible to copy multiple lines of content into a pricing table at the same time, as it is possible in Word or Excel. At the moment, we have to copy one cell after another which is very time-consuming.

    7 votes

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  12. Option to Not make a recipient as signer when assigned to a field

    7 votes

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  13. Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 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!

  14. Make it so that checkboxes, drop-downs and other fillable fields can be pre-populated and not need to be assigned so that these easy to use functions can be leveraged across the contract for population and communication of contract terms.

    7 votes

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  15. Client would like the option to create a contact without an email. Some of their clients do not have emails

    7 votes

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  16. At the moment the list of tokens in a PandaDoc document is copied from HubSpot at the very moment when a document is created. When a property is deleted from HubSpot, the token disappears only in HubSpot -> Show PandaDoc Tokens, but not in list of Variables in a document. The feature request is to sync those list of variables in a document and in a deal/contact/company

    7 votes

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  17. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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  18. Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
    Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
    There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  19. Import from CRM for Hubspot for the contact object.

    7 votes

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