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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7013 results found

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

    1 vote

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  3. 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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  4. 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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  5. 1 vote

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  6. 7 votes

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

    2 votes

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

    1 vote

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

    2 votes

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

    3 votes

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  12. 3 votes

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

    1 vote

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  14. Add SecurePay as payment option

    1 vote

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  15. 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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  16. Option to remove Account owner/Admin from the workspace

    16 votes

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  17. 1 vote

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  18. Pull in info via tokens with Active Campaign integration

    14 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

    3 votes

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  20. I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.

    If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state

    4 votes

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