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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4518 results found

  1. Change Email Title API

    Change the title of an email using API

    1 vote

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  2. Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    1 vote

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  3. ability to pass more than one Salesforce related list into pricing table

    currently you can only pass one related list for pricing tables at a time

    1 vote

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  4. The ability to hide a column for one section in the pricing table

    1 vote

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  5. Add multiple locations/addresses to the same contact

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Available Payment option selections

    For example, clients can choose to pay in full in the first line, make 3 equal payments in the second line, or 6 equal payments on the third line.

    1 vote

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  7. Automatically show of Signature box after clicking Next

    when you press Next in Ev2 and go to signature, the window to sign won't open (so you need press signature) while in Ev1 it was automatically done.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  8. DoD reader

    to create a digital signature with a DoD reader through PandaDoc

    1 vote

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  9. No. of Rejected Document will show up in Dash and in Reporting

    No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Channel quote / Pricing

    We have a customer that does strictly channel quotes. So they need to have the product list price, sales price, a discount AND a reseller margin (additional discount). Please see NSP Pricing Sample

    1 vote

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  11. hanging indents for footnotes

    Hanging Indents for footnotes

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. backdate approval

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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  13. Add workspace user, but bill separately

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Split lines on Zapier

    Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient

    1 vote

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  15. negative margin in pdf

    Content with Negative Margins shows up in a pdf, instead of being absent.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. Cisco WebEx

    Integration with Cisco WebEx

    1 vote

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  17. About Send Document

    Create Subject and Message Based on User Role
    like I have two roles i need to send different message and subject

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. TAGS are not pass over using Zapier

    1 vote

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  19. Sliders

    Sliders to adjust tokens and documetn value

    1 vote

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  20. Mirror custom product orders from SFDC in Pricing Table

    Mirror custom product order when synced to PD Pricing table.

    1 vote

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