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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6612 results found

  1. Zapier automation that notifies when someone leaves message in chat

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. 1 vote

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  3. 1 vote

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  4. 37 votes

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  5. 7 votes

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  6. Option to convert /transfer info of normal table to the pricing table.

    -Will allow to convert or tranfer the data from a table to the pricing table

    4 votes

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  7. For example, the main contract as a template and then if this specific package requires a Prepayment Addendum then we can call an endpoint to add that template to the end of an existing document

    2 votes

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    0 comments  ·  API  ·  Admin →
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  8. when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

    2 votes

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  9. Be able to add SMS verification to bundled documents.

    3 votes

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  10. When both Order and Contract have been completed set status to Closed in Salesforce

    1 vote

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  11. Automatically align selected fields

    11 votes

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  12. The current navigation to the cancelation button is very difficult. It's displayed in settings > Billing which wasn't obvious for the client.

    1 vote

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  13. 2 votes

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  14. 1 vote

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    0 comments  ·  API  ·  Admin →
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  15. Ability to enable suggestions for certain recipients only.

    5 votes

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  16. Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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  17. change column name in csv when importing products into pandadoc catalog

    3 votes

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  18. Auto-fill sender's signature once the document is signed by the client

    38 votes

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    2 comments  ·  Automations  ·  Admin →
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  19. when you edit document make the warning message more visible (red) and indicate you cannot retrive the signed document

    1 vote

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  20. 3 votes

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