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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Ability to create active subscriptions instead of the scheduled ones

    1 vote

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  2. Auto fill repeating fields - signature and initials fields

    19 votes

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  3. The ability to reorder pages/sections of a document via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  4. Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
    ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)

    2 votes

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  5. 2 votes

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  6. Ability to merge text blocks.

    1 vote

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  7. Currently, when you click add products, it automatically adds them to the bottom of the section.
    Some of my templates have things at the bottom and I want them to stat at the bottom.
    I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them

    1 vote

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  8. 2 votes

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  9. Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.

    2 votes

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  10. 2 votes

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  11. customize SMS verification

    6 votes

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  12. "To Sign" document status for all documents within the workspace so you can filter them by this status under My documents

    2 votes

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  13. PayU integration

    2 votes

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  14. 2 votes

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  15. Include the link to the completed first document in the 2nd document that is sent when using Panda to Panda Automation

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  16. Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.

    2 votes

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  17. Formstack integration

    2 votes

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  18. Xendit - Payment Gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  19. Away to display UNIX data formats on PandaDoc as a date

    2 votes

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  20. Netcash payment gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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