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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7032 results found

  1. 2 votes

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  2. Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    3 votes

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  3. A button on the document board to easily send reminders

    2 votes

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  4. 2 votes

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  5. Ability to apply negative spacing on text.

    1 vote

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  6. Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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  7. Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    2 votes

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  8. The ability to link multiple quantities together in a pricing table - for example, if the recipient doubled the quantity of one item, another item quantity would automatically double.

    1 vote

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  9. Linking the contact role in D365 to the role on the template

    1 vote

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  10. We would like to have an internal note on a document

    14 votes

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  11. 1 vote

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  12. I want 100% of the document going out to be approved.
    I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?

    2 votes

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  14. Notification once a user turns off the Email Attachment.

    1 vote

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  15. Check the Box will make the text field next to it as a requirement.

    2 votes

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  16. 1 vote

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  17. Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.

    2 votes

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  18. 1 vote

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  19. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  20. 1 vote

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