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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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172 results found

  1. Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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  2. Unlock functionality to be able to search document titles or information within bundled documents

    1 vote

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  3. To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.

    1 vote

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  4. Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC

    1 vote

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  5. The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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  6. Option for our app to have health history form
    for the health service providers.
    eg: Dentist, Doctors, etc.

    1 vote

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  7. Able to download the reporting charts along with the .csv file or provide an
    option to download

    1 vote

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  8. Customer would like to have the feature to Request for Quotation RFQ from their clients

    1 vote

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  9. Don't trap people promising free templates, forcing them to create an account, then asking money to actually use the "free" template, and nowhere to be seen a button to delete the user account. I am reporting this website to the BBB and to TP. Unethical to say the least. Shame on the app architect.

    1 vote

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  10. 1 vote

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  11. I'd like to be able to adjust the width of the table headers within the Documents page or have the ability to remove/hide columns I don't need

    1 vote

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  12. report that shows the phone number of the contacts within that date range

    1 vote

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  13. Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.

    1 vote

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  14. Ability to resize and move the editor toolbar

    1 vote

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  15. We are seeing some issues with people sending payment requests with no Payment setting turned on.

    Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”

    1 vote

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  16. 1 vote

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  17. Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.

    1 vote

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  18. It would be really nice if there was a way to see how many accounts I am paying for with my card. Some way to locate duplicate accounts would be great.

    1 vote

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  19. The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.

    1 vote

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  20. 1 vote

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