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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6452 results found

  1. DPP payment gateway (Deluxe Payments Platform (DPP)).

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  2. Ability to keep the template currency when importing products from Pipedrive.

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  3. Ability to set up multiple choice within the pricing table via API.

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    0 comments  ·  API  ·  Admin →
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  4. To be able to report on document rejection stats, examples:
    -which templates are being rejected
    -which creator
    -which approval step is it rejected at
    -how many times is the document rejected before approved

    And somewhere to view the rejection comments

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  5. Have the ability to use the Payments to mark documents as paid if they were created before 01/24/2024

    1 vote

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  6. Every document signed by a client or associate, will be uploaded to a CRM, in this case Nimble. This automation will save time on manually adding hundreds of files into nimble.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. Product associations for merge rules (pricing table and quote builder). For example, if product A is selected, then product B will be automatically added.

    1 vote

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  8. 1 vote

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  9. set up the workspace currency in the workspace settings

    1 vote

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  10. 1 vote

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  11. A way to have more than one header in a table. For example, the option to have two primary headers as well as section headers

    1 vote

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  12. Have the ability to edit the subject line when inviting a collaborator

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  13. Ability to adjust video links via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. HubSpot two-way sync: add the document link we generate to an email on HubSpot

    1 vote

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  15. We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?

    1 vote

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  16. Something I have noticed that I never used to have a problem with until recently. When clicking on the "Price" column on a pricing table and "backspacing" to delete the current pricing to change it. The full pricing table gets deleted and the i have to undo the function to double click on the column and be able to change the pricing. When working quickly on pricing tables having to double click that column seems redundant and would rather just have to click it once to be able to delete and change the pricing.

    1 vote

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  17. Ability to have a template gallery just the like the US server

    1 vote

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  18. Have the ability not to display features that are not included in the current Plan; they would not be seen.

    1 vote

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  19. The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.

    1 vote

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  20. Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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