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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6879 results found

  1. Need to embed my contract as a form on my website, and when the client starts the form, I want my signature (Publisher) to already be there.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. Option to let a recipient choose the whole quote if there are any in a document

    2 votes

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  3. Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce

    2 votes

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  4. A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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    • will allow the user to have the option on manage and action button using the ellipsis
    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence

    2 votes

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  6. Ability to see which user made an edit/ change to an item

    2 votes

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    • will allow he user to set tailored discount based on a specific factor
    2 votes

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  7. Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost

    2 votes

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  8. 2 votes

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  9. disable email notifications for bulk import

    2 votes

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  10. negative and positive sign for Numbers only - fillable fields validation

    2 votes

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    • Will allow user to edit Role permissions, on thier preferred preference.
    2 votes

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  11. The "Log Out" button in the new interface is difficult to locate.

    2 votes

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  12. Ability to download documents as PTX and P12

    2 votes

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  13. Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.

    2 votes

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  14. Add tags to multiple content library items at once

    2 votes

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  15. 2 votes

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    0 comments  ·  API  ·  Admin →
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  16. You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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  17. 2 votes

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