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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7069 results found

  1. Create a Content Library Item from a Sent Document

    Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    2 votes
    0 comments  ·  Templates & Libraries  ·  Admin →
    How important is this to you?

  2. Custom Permissions for adding tags

    Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    2 votes
    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

  3. Sync Collect files field with Dropbox

    Sync Collect Files field in Dropbox

    2 votes
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    How important is this to you?

  4. The ability to map fields in Salesforce from a quote to the total section of the pricing table.

    For example, the customer as a 'Shipping and Handling' fee section and would like it to be mapped to the total column in the pricing table.

    2 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  5. cutomize/modify catalog items in the csv file

    add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  6. Profile (Intuit tax software)

    Integration with Profile, intuit tax software

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  7. Ability to organize the Smart content into folders.

    Ability to organize the Smart content into folders.

    2 votes
    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Reorder rows in a pricing table: a way to adjust the subtotal to show the price qty before tax.

    2 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    How important is this to you?

  9. Most recent documents at the top first in Salesforce

    if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.

    2 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  10. modify the document sent message view

    If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.

    2 votes
    0 comments  ·  Recipient Experience  ·  Admin →
    How important is this to you?

  11. contract risk analysis using AI

    contract risk analysis using AI

    2 votes
    0 comments  ·  Other  ·  Admin →
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  12. smart content lock

    smart content block option unavailability for content library.

    2 votes
    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. SDK

    Please update create Document function in the SDK to accept binary PDF (not url).

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  14. Ability to turn templates into content library items.

    Ability to turn templates into content library items.

    2 votes
    0 comments  ·  Templates & Libraries  ·  Admin →
    How important is this to you?

  15. save filled signature once the document is edited

    2 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
    How important is this to you?

  16. Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  17. Allow e-check for authorize.net

    2 votes
    1 comment  ·  Integrations  ·  Admin →
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  18. Ability to tag folders

    2 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Ability to edit recipients after document was approved

    To avoid starting the approval process from the beginning

    2 votes
    1 comment  ·  Approvals  ·  Admin →
    How important is this to you?

  20. Reject / Accept history Report

    Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.

    2 votes
    1 comment  ·  Other  ·  Admin →
    How important is this to you?
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