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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7095 results found

  1. Currently, PandaDoc is using Evrotrust which doesn't have Spanish localization. The client needs to have the option to use an identity provider in Spanish with QES

    2 votes

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  2. Update Salesforce opportunity when the first recipient signs the document

    2 votes

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  3. 2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  4. the padding and margins of each individual section within the quote builder

    2 votes

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  5. The ability to delete and restore a folder of documents. Currently, a user will have to empty the folder to delete it. Documents can be restored but not document folders.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Forms sandbox for testing workflows before going live

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Payment Integration with The Merchant Source

    2 votes

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  8. The ability for a pop up to populate if 2 fields don't match based on the recipient input. For example, the recipient added an account number in one field, and if they enter the number incorrectly in another field, the notification about the mismatch should be shown.

    2 votes

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  9. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Conditional auto-fill for fields:
    1) Add a checkbox in the billing section for "Billing address same as shipping address." If checked, auto-fill billing fields with the shipping address or hide/make them optional.
    2) If the box is unchecked, make the billing address fields mandatory.

    2 votes

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  11. Geidea payment gateway

    2 votes

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  12. 2 votes

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  13. search document by its content

    2 votes

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  14. Get the list of templates and content library items a Theme is used in and mass update them

    2 votes

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  15. Allow users to set the fee to over 100% in the Quote Builder.

    2 votes

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  16. Ability to set up the document currency based on the Zoho CRM field.

    2 votes

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  17. Make a footer (text block) a page wide

    2 votes

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  18. We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person

    2 votes

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  19. A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).

    2 votes

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  20. Add more CRM integrations for the Rooms feature.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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