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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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7161 results found

  1. 6 votes

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  2. Integration with Dynamics 365 Business Central

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.

    6 votes

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  4. the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. I would like to have variables for the subtotals of each section of a pricing table.

    6 votes

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  6. If there is a field in the table cell, option to expand the field automatically if the table cell is expanded (make the field fits the table cell automatically)

    6 votes

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  7. Ability to automatically change the color of the variable depending on its value (negative/positive).

    6 votes

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  8. Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.

    6 votes

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  9. Option to create template or document in a different language

    • Will allow the user to create documents/templates in different languages.
    6 votes

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  10. Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.

    6 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. Push Tax from Hubspot to PandaDoc

    6 votes

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

    6 votes

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  13. 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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  14. Ability to increase the number of decimals within product catalog

    6 votes

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

    6 votes

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

    6 votes

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  18. 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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  19. 6 votes

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

    6 votes

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