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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6902 results found

  1. 3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  2. Archive documents

    58 votes

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    9 comments  ·  Other  ·  Admin →
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  3. 57 votes

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    8 comments  ·  Automations  ·  Admin →
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  4. Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    9 votes

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  5. contract text to update with the appropriate language based on the option the user selects

    2 votes

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  6. Client would like the option to save custom colors within pandadoc

    3 votes

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  7. 3 votes

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  8. The ability to enable SFDC integration to all workspaces at the same time

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  9. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. 3 votes

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  11. After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    17 votes

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  12. OK I understand. However instead of me entering their information into the contact in the Contacts tab, can I send them like an form, or invite so they enter their information .. then they become a contact that way

    16 votes

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  13. custom role member should be able send the document without needing to edit it

    2 votes

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  14. Export all data from PandaDoc

    9 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. 10 votes

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  16. Pull user email address from Contact object in MS Dynamics

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 2 votes

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  18. pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  19. Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table

    5 votes

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  20. Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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