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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. ability to see the line subtotal for 1 product (if there are more in 1 in qty column)

    1 vote

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  2. WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)

    1 vote

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  3. would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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  4. I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.

    This is a simpler configuration option than setting up Google as a SAML IdP.

    1 vote

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  5. Let's say you have 5 optional items in the pricing table, A,B,C,D,E. Items B and D are ticked before the document is sent. Client ticks, let's say, option D, after they receive the document. When you edit a document via the "Edit document" button in "Actions" to update and resend ithe document later you have only items B and D checked

    1 vote

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  6. allowing a PandaDoc document (after submission and receipt) to be edited to add extra Line Items from HubSpot … instead of having to generat

    1 vote

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  7. 1 vote

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  8. to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. To have suggested approved changes marked-up to double-check them later

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  12. integration with QuickFee payment solution

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Integration with Financial Force

    1 vote

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  17. Salesforce Marketing Cloud integration

    1 vote

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  18. Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.

    1 vote

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  19. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. when you press Next in Ev2 and go to signature, the window to sign won't open (so you need press signature) while in Ev1 it was automatically done.

    1 vote

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