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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7325 results found

  1. Pre assign roles in app

    Would love to see pre-assigned roles carry over into the app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  2. The ability to hide a column for one section in the pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Add multiple locations/addresses to the same contact

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Shopify Product sync

    Would love to see the ability to pull product info from Shopify.

    9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Image Layout in EV2

    To have the image layout from EV1 to be available in EV2.

    4 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Available Payment option selections

    For example, clients can choose to pay in full in the first line, make 3 equal payments in the second line, or 6 equal payments on the third line.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  7. Automatically show of Signature box after clicking Next

    when you press Next in Ev2 and go to signature, the window to sign won't open (so you need press signature) while in Ev1 it was automatically done.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  8. DoD reader

    to create a digital signature with a DoD reader through PandaDoc

    1 vote

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

    No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Different types of signatures for the same person

    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 →
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  11. Channel quote / Pricing

    We have a customer that does strictly channel quotes. So they need to have the product list price, sales price, a discount AND a reseller margin (additional discount). Please see NSP Pricing Sample

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. hanging indents for footnotes

    Hanging Indents for footnotes

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Editable fields in a Locked content block.

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  14. Tags For Documents Made From Template/Uploaded

    To have the option to sort documents made from templates or uploaded

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Advanced Font Styling

    • Multiple font weights
    • Letter spacing
    • Ligatures
    • Typekit fonts support
    7 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  16. backdate approval

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. Add workspace user, but bill separately

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Stripe integration to pull info into PandaDoc, not for payments

    Stripe integration to pull info into PandaDoc documents, integration is not supposed to be used for payments

    10 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  19. MS teams - ability to sign in-person

    Would like the ability to sign in-person through Teams integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Using Shared Templates to Create Documents in CRM

    Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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