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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7067 results found

  1. 2 votes

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  2. Should be possible to delete/add the payment method for selected documents in bulk

    2 votes

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  3. Option to disable Roles from template and documents.

    2 votes

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  4. It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    2 votes

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  5. If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order

    2 votes

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  6. Option to change placeholder text in field blocks permanently

    2 votes

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  7. Hiding certain fields in the viewer using API when opening the doc editor using the Javascript sdk.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  8. A method that can authenticate the user to automatically log in with the help of API-key or access token.

    2 votes

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  9. 2 votes

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  10. Possibility to insert attachments via the document chat in any doc status

    2 votes

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  11. get rid of the content library panel?

    2 votes

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  12. It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order

    2 votes

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  13. Push the updates to custom object in Salesforce for notes

    2 votes

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  14. an option to generate a doc in HubSpot from a deal, and not from contact or organization, they want that to restrict creating docs from contact/organization.

    2 votes

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  15. Ability to adjust the design of pricing table placeholders where the information from the CRM is pulled into (highlighted with blue) on the template level.

    2 votes

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  16. It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
    Thanks

    2 votes

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  17. Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    2 votes

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  18. Time update next to a completed document doesn't reference when the actual completed time, but increased the time when there was last activity on document. Should either reference the completed time or have clarity into "last viewed".

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  19. Ability to change the certificate so it's from qualified trust service provider according to EU applying Regulation (EU) 910/2014.

    2 votes

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  20. Wire Transfer and pass the 4% charges to the Customer

    2 votes

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