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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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7113 results found

  1. Push Tax from Hubspot to PandaDoc

    6 votes

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  2. ability to add multiple photos to the document using image block at the same time

    6 votes

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  3. ability to add contents from the content library in mobile app

    6 votes

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    1 comment  ·  Mobile  ·  Admin →
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  4. Ability to increase the number of decimals within product catalog

    6 votes

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  5. Save unsent chats on templates or documents. (If left unsent and the user clicks out of the chat panel, the message gets cleared).

    6 votes

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  6. Prevent variables from moving once filled with data to avoid alignment issues.

    6 votes

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  7. Ability to search for documents and templates by ID.

    6 votes

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  8. The option to add a note next to the payment amount seen by recipients for documents that have payments enabled but not for the full amount (downpayment, partial, etc.)

    -This confuses a signer who scrolls past pages, not seeing the full amount of a deal on the table.

    6 votes

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  9. Ability to customize Dashboard to see the total value of specific documents

    6 votes

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  10. Option to customize the profile picture

    • Will allow the user to move the profile picture based on user preference.
    6 votes

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  11. Native integration to similar apps for Affirm or AfterPay Payment Gateway

    6 votes

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  12. Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.

    6 votes

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  13. once the document is completed and the recipient receive a signed pdf copy,
    I want the system to automatically add "signed" to the doc file name

    6 votes

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  14. Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  15. One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.

    6 votes

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    1 comment  ·  Localization  ·  Admin →
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  16. collect checks with Quickbooks

    6 votes

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  17. 6 votes

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    1 comment  ·  Automations  ·  Admin →
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  18. 6 votes

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  19. 6 votes

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  20. The option to edit signing order from the Send document window.

    6 votes

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