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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7107 results found

  1. Option to show price per thousand (currently, price per unit is shown)

    1 vote

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  2. Customer would like to have the ability whether the document that has been sent by the creator uses their prepared template or an uploaded file.

    1 vote

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  3. A feature that would enable the system to display all documents that have recipient comments.

    1 vote

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  4. Specific response for when a document created/sent via API has not been delivered to the recipient.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. Will allow the user to view if the recipient access or click the link that is included on the document

    1 vote

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  6. customer use case is to pre-set a pricing table with product name and price. when a call to create a document from that template is made they would like to only pass a qty value from their crm instead of having to build out the table dynamically each time

    1 vote

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    0 comments  ·  API  ·  Admin →
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  7. Having the option to disable to upload file option within the PandaDoc editor
    for end-users to not be able to add new documents

    1 vote

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  8. Bringing back the value to the Home Tabs

    1 vote

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  9. Ability to add all catalog products into the pricing table.

    1 vote

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  10. Option to apply discount to the line item tax total

    1 vote

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  11. BambooHR integration: List active and not active employees.

    1 vote

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  12. Customer would like PD to remember the CSV file that they previously use before in bulk send

    1 vote

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    • Will allow the user to export the email of the recipients using the Reporting feature
    1 vote

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  13. When duplicating fields, sometimes they appear below the original field, while other times they appear above it. It would be great if the copied fields didn't jump up into an area that is already populated.

    1 vote

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  14. Mailing/burofax/certified letter service

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. inform the form owner that the email was added incorrectly/invalid and the document was not delivered

    https://pandadoc.zendesk.com/agent/tickets/559774

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. 1 vote

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  17. Would like to have a way to block creation Natively through PandaDoc and only have creation take place in Salesforce

    1 vote

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  18. 1 vote

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  19. When converting a Lead, any PandaDoc Documents tied to the Lead should also appear on the Contact.

    1 vote

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