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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 2 votes

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  3. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  4. Integrate quickbooks products library map to the pricing table, so when the sale gets recorded, to know which products sold.

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)

    27 votes

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  6. 1 vote

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  7. I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)

    I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!

    6 votes

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  8. More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns

    42 votes

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  9. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    12 votes

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  10. Customer says the cursor disappears during inactivity in Editor 2.0, a functionality they would like improved.

    1 vote

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  11. Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)

    5 votes

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  12. Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    6 votes

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  13. Option for a user to start their own account using the email address they are already registered under as a member of another account. As of the moment if a user is registered as member of an account (not the owner) they are not able to start theit own account associated with the same email since there is a registered user, however, there is no account registered

    1 vote

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  14. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. The customer would like to see variables be able to be displayed in other languages, not just english.

    14 votes

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    Idea  ·  3 comments  ·  Localization  ·  Admin →
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  16. In custom role settings add setting to disable the view of validation (masked) fields for the user.

    2 votes

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  17. Ability to change the default Country and State in card details field.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Option to add content library items as attachments to the documents

    3 votes

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  19. template gallery in german

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  20. Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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