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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7481 results found

  1. integration with build.com

    1 vote

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  2. The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.

    1 vote

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  3. Edit documents that user would like to send in bulk

    17 votes

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  4. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    66 votes

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  5. filter Activity Data by Template Type

    3 votes

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  6. 2 votes

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  7. when a form is completed, can I choose who receives the response

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  8. Add additional column in pricing table (optional) example;
    1 LF of product = 20.3sqft of product.
    To be calculated automatically based on data from catalog.
    And have list of suffixes for each, set in catalog.

    1 vote

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  9. Integration with Service Titan

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. The option to set the default size and font for a field so they appear the same.

    52 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. Be able to add PandaDoc component to SalesForce community page

    13 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    92 votes

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  13. 3 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  14. Right now it seems like it is an either/or scenario. what I would like is to have discounts figured on the line items, but pull that from our CRM (Salesforce). Then on the template, have the total of the discounts show up in the discount line in the footer. Same for Taxes.

    This way we can show the total discount, but not show what line item it was on, and manage that from our CRM.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. sync Document.Value with the Amount field in Salesforce

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Have expiration/reminder settings on a template which is used in Bulk Send to remain.

    8 votes

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  17. The option to draw in PandaDoc from the recipient's side.

    12 votes

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  18. Integration with Sendinblue

    1 vote

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  19. scheduler that i can autosend an approval document each day

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  20. 36 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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