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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7033 results found

  1. Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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  2. 1 vote

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  3. Separate notifications settings for regular documents and documents created from forms

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  4. 7 votes

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  5. Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...

    52 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  6. Possibility of having document roles to keep role assignment when CL items are added

    2 votes

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  7. 37 votes

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    4 comments  ·  Approvals  ·  Admin →
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  8. A place where all workspace dashboards are available to view collaboratively

    1 vote

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  9. For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.

    2 votes

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  10. Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.

    4 votes

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  11. Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)

    2 votes

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  12. It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
    Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work

    8 votes

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    1 comment  ·  Mobile  ·  Admin →
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  13. the below shows an example

    Recipient A: fill in the price
    Recipient B: fill in the remark
    Approver: reject the document due to the price, then recipient A can adjust the price and get approval again

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. Client would like to have the ability to integrate with fishbowl

    2 votes

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  15. It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.

    3 votes

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  16. It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"

    3 votes

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  17. To have the option to save a product from the pricing table to the catalog for manually added products

    7 votes

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  18. 4 votes

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  19. I want to integrate with MS Dynamics GP

    2 votes

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  20. Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

    19 votes

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