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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7224 results found

  1. Refresh Pricing table and Data with MS Dynamics

    Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Tax Update

    Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  3. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Document analytics for content blocks - marketing

    Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.

    4 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  5. No need to assign a specific payer/payers on a document

    Anyone with access to the document can pay an assigned amount
    No need to specify the payer's email address

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  6. send the document to recipients first before sending for approval

    send the document to recipients first before sending for approval

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  7. Personalize/Change the Form Web Link that is shared

    customize the words of the form link

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  8. Only pay for Forms that are completed vs generated/started

    Only pay for Forms that are completed vs generated/started

    4 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  9. Add "To Sign" to Dashboard

    Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Paylocity

    Be able to integrate with Paylocity. Would like to automatically download a completed PDF and upload it to the employee file in Paylocity.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    When a creator types into a fillable field before sending, that field is automatically assigned to the creator

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Google Meet

    Integration with Google Meet

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. linking text blocks with conditional logic

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Lock users from changing expiration dates

    Lock users from being able to change the default expiration date on documents

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Resize content blocks when an image is resized.

    Currently, when you resize an image, you end up with excess spacing on the sides of the image. The content block is not resizing with the image resize. Also the ability to use spacers to help resize images would be nice.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. JIRA

    Jira integration

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Private message per recipient

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. [Reporting] Salesforce dashboard

    I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. connect different channels in MS Teams to different workspaces in Pandadoc

    connect different channels in MS Teams to different workspaces in Pandadoc

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. PandaDoc Project Mangemnet

    Create Projects with documents and tasks assigned to users.

    4 votes

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