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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Include on the audit trail what exactly has changed via approval workflow

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  3. 4 votes

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  4. iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"

    1 vote

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  5. show cost and profit margin per line item even when the document is sent/completed

    12 votes

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  6. Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)

    2 votes

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  7. 2 votes

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  8. 1 vote

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  9. Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to

    1 vote

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  10. We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.

    1 vote

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  11. integration with payjunction payment gateway

    1 vote

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  12. 2 votes

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  13. eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc

    5 votes

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  14. Set a date range for recipients to choose from on date fields

    5 votes

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  15. 1 vote

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  16. Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.

    1 vote

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  17. 1 vote

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  18. Auto-populate contact from the dynamics when creating a document (as it works in SF).

    1 vote

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  19. Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  20. We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.

    The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.

    3 votes

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