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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    1 vote

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  3. ability to enable quantity editing like in EV1

    1 vote

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  4. 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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  5. integration with QuickFee payment solution

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. 1 vote

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  9. We have some variables that may or may not be the same as others. This means when customer is completing order form they may need to enter the same information more than once. It would be really helpful if there was the option to enter a tickbox that says something like 'Same information as above'

    1 vote

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  10. 1 vote

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  11. Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Document Editing has become miserable in the new update. Not easy to find all of the buttons.

    How do I reassign signing privileges to another individual without deleting the previous signer off?

    Roll back to the old PandaDoc UI / UX because this update is trash.

    1 vote

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  13. the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. 1 vote

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  15. Integration with Financial Force

    1 vote

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  16. Salesforce Marketing Cloud integration

    1 vote

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  17. 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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  18. MD-Staff integration

    1 vote

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  19. Change the title of an email using API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  20. Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    1 vote

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