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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4071 results found

  1. Have ready-made template/presets for Forms as we only have it with templates/documents for now

    6 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  2. Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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  3. have an alternative if the signer dont have email can we use like mobile numbe

    1 vote

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  4. 8 votes

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  5. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  6. Integration with RevTrack

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. 1 vote

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  8. 4 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  9. Have a possibility to create groups within workspaces

    3 votes

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  10. 1 vote

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  11. We quote off a Euro price list in NZD. I want to enter the current conversion rate in one place to correctly convert all Euro pricing in the quote to the current NZD.

    3 votes

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  12. Integration with ClickUp

    12 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  13. are we able to trigger updates to the deal stage once the pandadoc has been signed?

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    9 votes

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  16. restrict document owner to sign before the document is sent for approval

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  17. An ability to pull the catalog items data through the variables into the document/pricing table

    6 votes

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  18. 2 votes

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  19. Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.

    3 votes

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  20. 7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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