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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Quote Builder: option to hide/show sections based on conditional logic

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  2. Quote builder: option to add tax to total contract value

    In case you are using product with recurring payments, add an option to add tax to the total contract value, not to the initial payment only, in the grand total.

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  3. In the pricing tables, the ability to start at a higher number than 1 for volume based pricing.

    I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

  4. Ability to display catalog products' prices as % percentage.

    Ability to display catalog products' prices as % percentage.

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  5. Have Slack integration with EU Server

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

  6. Create custom fillable fields

    The ability to create custom fillable fields

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  7. Sync PandaDoc to update properties details in HubSpot

    To automatically pull all the data from the PandaDoc documents and update the properties in HubSpot? For example, "Company Name

    5 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →

  8. Copy and paste fields/variables from one template to a new template

    Option to copy and paste fields/variables from one template to a new template

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  9. Ability to change the orientation of the added video to portrait or vertically oriented

    Adding video from youtube shorts - by default, the youtube player is being added with a horizontal orientation. Allow to add video where the player is vertically oriented

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  10. Option to sort the documents by several combinations

    Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  11. Sync CLI on a template

    Once the CLI is updated, update it automatically on a template too

    5 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →

  12. Bulk update user emails

    The ability to Bulk update user emails in an account

    5 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  13. Sync Pipedrive contacts with PandaDoc

    sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  14. Footer/Header - Ability to add signature fields, text fields.

    The ability to add fields on footer such as text field or signature fields.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  15. Better setup and formatting for documents when they are downloaded by the Recipient

    Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

    5 votes

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    0 comments  ·  Other  ·  Admin →

  16. Update HubSpot Deal Products with changes made in Pricing Table

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  17. [Reporting] Ability to download a csv file for sent documents

    download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

    5 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →

  18. Automation: The automatically sent document will contain information provided by the recipients from the first document

    When using the automation "Sending another document when PandaDoc document status changes" the second document will contain information provided by the recipient in the first document

    5 votes

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    1 comment  ·  Automations  ·  Admin →

  19. Conditional fields - automatically fill out the value of another field

    Conditional fields - automatically fill out the value of another field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  20. Skipped Optional Radio Buttons/ Checkboxes Warning

    The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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