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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4097 results found

  1. Ability to default what info shows up in your pricing table when adding catalog item

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. The option to have 2 price columns and pick one

    The option to have 2 price columns and pick one

    https://pandadoc.zendesk.com/agent/tickets/369220

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. Ability to input custom font size in text editor

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. "My Signature" tab should be available in Free eSign plan.

    "My Signature" tab should be available in the Free eSign plan where the uploaded signature in the Personal info settings appears under this tab to automatically input the signature in the document.
    From: info@steuern-schuster.de

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures

    This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. The ability for users with a 'Member' role to view all documents in a workspace, but not have the ability to edit/delete them.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. The ability to restore deleted inline comments

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. ability to use variables for Pipedrive line item taxes separately and not as a sum.

    ability to use variables for Pipedrive line item taxes separately and not as a sum.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Allow variable values to auto-update in a document when updated in Salesforce

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  10. Pass info from a form response and transfer them into a template via variables.

    Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Have different document name on the recipient's end

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Sequence number in catalog products

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. PandaDoc Dashboard in CRM

    Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Add text field that are previously filled with the information. These fields appear once the circumstance is chosen

    Add text field that are previously filled with the information. These fields appear once the circumstance is chosen

    https://pandadoc.zendesk.com/agent/tickets/366178

    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. create a panda doc document in salesforce via code through click

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. change password using Pandadoc mobile

    change password using Pandadoc mobile

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  17. The ability for a document approver to receive notifications when a document is signed.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  18. Print or Download a Single Document in a Document Bundle

    The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. Improved functionality with the pricing table

    For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  20. Have the sequence of signature in the same document for the same client.

    wish to receive one signature once the document is sent and the second one after 16 days

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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