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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6884 results found

  1. Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.

    2 votes

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  2. Possibility of having document roles to keep role assignment when CL items are added

    2 votes

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  3. For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.

    2 votes

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  4. Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)

    2 votes

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  5. the below shows an example

    Recipient A: fill in the price
    Recipient B: fill in the remark
    Approver: reject the document due to the price, then recipient A can adjust the price and get approval again

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. Client would like to have the ability to integrate with fishbowl

    2 votes

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  7. I want to integrate with MS Dynamics GP

    2 votes

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  8. Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.

    2 votes

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  9. 2 votes

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  10. When viewing a pandadoc on a mobile device (not through the pandadoc application) the words of a document become garbled. (coding for mobile web is not user friendly)

    2 votes

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  11. The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.

    2 votes

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  12. native text messaging.

    2 votes

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  13. Have an integration with Cascade HR system

    2 votes

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  14. it would be nice to be able to hold shift and select multiple documents at once

    2 votes

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  15. 2 votes

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  16. Would like to share docs via links in other statuses except for draft in a mobile version

    2 votes

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  17. Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"

    2 votes

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  18. Ruller for blocks and images, so once you adjust it's size you can see exact size in pixels/mm/etc.

    2 votes

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  19. a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.

    2 votes

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  20. PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)

    2 votes

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