Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. need to separate out each document into it's own pdf.

    1 vote

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  2. Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page

    1 vote

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  3. ArchiOffice is a project management software for accountants. https://www.bqe.com/products/archioffice

    1 vote

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  4. Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center

    1 vote

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    0 comments  ·  Other  ·  Admin →
  5. Some federal agencies require a cloud provider to meet a certain criteria before they can work with a vendor. This authorization process is outlined here: https://www.fedramp.gov/

    1 vote

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    0 comments  ·  Other  ·  Admin →
  6. 1 vote

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    0 comments  ·  Other  ·  Admin →
  7. At the moment a user with a member role do not have access tot he eam, therefore, can't find out account owner/admins

    1 vote

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  8. Can you enable a filter for the dashboards / views so a user can select either particular users or a date range or some other criteria? It is very relevant when using the IOS app and wanting to see just your own documents, instead of every users' documents.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
  9. To have the image layout from EV1 to be available in EV2.

    1 vote

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  10. Attachments should be supported when viewing or signing on mobile app.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
  11. Quick view for pending documents needs to sign

    1 vote

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  12. Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.

    1 vote

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  13. A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.

    1 vote

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  14. PDF Download doesn't look the same as the user view. Page breaks, font size, color bleed aren't holding true.

    1 vote

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  15. Conditional approval based on the type of line item.

    2 votes

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  16. Sales Screen Integrations

    1 vote

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  17. ability to add multiple choice option to sections, so that recipient could choose between sections

    1 vote

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  18. ability to see the name of the template/document you are going to delete in the pop-up window

    1 vote

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  19. When we forward the document to the recipient. We have a subject which says Someone has sent you the document.
    We can have it changed in the settings for PandaDoc. For automatic updated subject line we want.

    1 vote

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  20. If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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