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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7325 results found

  1. Have the option to upload videos from Consensus into PandaDoc

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 1 vote

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  3. Sliders to adjust tokens and documetn value

    1 vote

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  4. Change the document sender to any email without using Send on behalf.

    21 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  5. Encrypt emails

    8 votes

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  6. 6 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  7. Be able to set up discounts for catalog items and insert the items with those discounts

    9 votes

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  8. Client would like to have the ability to integrate with fishbowl

    2 votes

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  9. don't wanna store data on Amazon servers.

    3 votes

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  10. Mirror custom product order when synced to PD Pricing table.

    1 vote

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  11. Ability to apply negative spacing on text.

    1 vote

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  12. Remove header block.

    10 votes

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  13. Ability to pull tokens from both Deal and Contant records simultaneously

    10 votes

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  14. I work for a clinic and we were thinking of using PandaDoc for consent forms before treatment.
    Its a bit frustrating that every patient who has completed the same form will receive an automated email saying 'all participants have completed the form'
    This seems a bit useless and unneccesary? If it wasn't for this function, PandaDoc would be absolutely perfect for what we need it for!

    4 votes

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    Idea  ·  2 comments  ·  Forms  ·  Admin →
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  15. some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal

    5 votes

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  16. 5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  17. The ability to link multiple quantities together in a pricing table - for example, if the recipient doubled the quantity of one item, another item quantity would automatically double.

    1 vote

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  18. Linking the contact role in D365 to the role on the template

    1 vote

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  19. 1 vote

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  20. Allow to map quantity of items to certain variables

    8 votes

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