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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6612 results found

  1. Ability for a recipient to edit a form response after the form has been completed instead of having to resend a new blank form. I.E. A typo or missing information.

    Ability to add a note or reason for the sender asking the recipient to edit their form response.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. 4 votes

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  3. 3 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.

    1 vote

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  5. Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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  6. One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.

    5 votes

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  7. option for OCR and lock number of characters in a field other than SSN.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  9. 1 vote

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  10. 4 votes

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  11. The ability to set up a maximum limit for discounts in the pricing table.

    1 vote

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  12. Option using zapier to update catalog items

    • this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
    4 votes

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  13. Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

    1 vote

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  14. Export documents/proposals from Apple's Pages directly into PandaDoc.

    2 votes

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  15. ability to lock the permission to change description to the products for users in catalog

    3 votes

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  16. 3 votes

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  17. enforce users to use catalog items so they can not free text line items into price tables

    1 vote

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  18. Add SecurePay as payment option

    1 vote

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  19. Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    1 vote

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  20. Option to remove Account owner/Admin from the workspace

    14 votes

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