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  1. Transfer data to: map pricing tables

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    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!

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    SJ Engineering Consultants LLC commented  · 

    I perform services and currently manually transfer contract information to invoices with the payment gateway. I have found there is no way to utilize the current features in PandaDoc to perform that workflow (Contract => Invoice) without requiring an external client.

    Similarly, Quote/Proposal => Contract => Invoice poses the same problem.

    Variables can be made as pass-throughs between templates (which is useful) but are otherwise static items in terms of interface to the payment gateways.

    The process adds administrative work to the process and is error prone as volume increases, especially when multiple users are sending out contracts.