Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.

    1 vote

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  2. Ability to change the certificate so it's from qualified trust service provider according to EU applying Regulation (EU) 910/2014.

    1 vote

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  3. Wire Transfer and pass the 4% charges to the Customer

    1 vote

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  4. Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    2 votes

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  5. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    1 vote

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  6. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    1 vote

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    0 comments  ·  Other  ·  Admin →
  7. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    1 vote

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    0 comments  ·  Other  ·  Admin →
  8. No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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  9. ability to use two different signatures for the same person (for example draw and type)

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  10. Dynamics 365 Business Central Pricing fits the needs of Small and Midsize Businesses with core business needs. It helps organizations connect their financials, sales, service, and operations. For organizations of any size that have more sophisticated needs, business central offers a variety of applications including Marketing, Sales, Service, Finance, Operations, and Talent. As we know Dynamics 365 Business Central is sold and implemented through a global network of Dynamics 365 partners with industry expertise. Therefore, connect with a partner to request a demo and further evaluate the solution capabilities and business central pricing.

    https://www.nevastech.com/solutions/dynamics-365-business-central-pricing-licensing

    1 vote

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  11. Password change notification.

    1 vote

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  12. Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    1 vote

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  13. How does a prospect make an in context comment on a document that has been distributed and enable to allow suggestions? Looks like the user can edit content, but that comments are relegated to chat.

    1 vote

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  14. Feature where an unknown user can open the link and sign the document

    1 vote

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  15. Notification once a user turns off the Email Attachment.

    1 vote

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  16. The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    119 votes

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    On roadmap  ·  11 comments  ·  Other  ·  Admin →
  17. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  18. Our customers must make a deposit in order to accept the proposal. It would be nice to have a manadatory option requiring payment to accept the proposal.

    1 vote

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  19. password protect document option for business plan

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  20. There is something very unappealing about PandaDoc. It is the fact that one must consent to a warning that personal data will be gathered. One gets this warning twice: on opening, and before signing. I don’t recall seeing this message with any competitor." Can the number of warnings be reduced or eliminated?

    1 vote

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