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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7070 results found

  1. We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary

    2 votes

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  2. The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.

    3 votes

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  3. add a signature field to the attachment added to the document via Zapier

    2 votes

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  4. TakePayments - payment integration

    2 votes

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  5. Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)

    5 votes

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  6. Option to setup a due date for recurring payments

    5 votes

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  7. Add the duplicate option to the Home page

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  8. We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint

    3 votes

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  9. Report showing documents created in PandaDoc and linked back to CRM

    2 votes

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  10. The ability to reorder pages/sections of a document via API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  11. Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
    ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)

    2 votes

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  12. Ability to use pricing table information from the first document as variables on the second document when "Sending another document when PandaDoc document status changes" automation

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. 2 votes

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  14. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Customer would like to have options for symbols shortcuts like degree °±≤≥ and so on.

    2 votes

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  16. 2 votes

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  17. Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.

    1 vote

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  18. When signature forwarding, it will automatically update other fields or variables when it is sent to another signer

    3 votes

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  19. "To Sign" document status for all documents within the workspace so you can filter them by this status under My documents

    2 votes

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  20. Option to add crop marks

    3 votes

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