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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. Link quantities in pricing table

    The ability to link multiple quantities together in a pricing table - for example, if the recipient doubled the quantity of one item, another item quantity would automatically double.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Linking the contact role in D365 to the role on the template

    Linking the contact role in D365 to the role on the template

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. ability to allow suggestions for specific sections within a template/document

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  4. Notification once a user turns off the Email Attachment

    Notification once a user turns off the Email Attachment.

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. Quantity for just one line item

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  6. Restrict Managers in assigning Admin Account role to newly invited users

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Add approver group as contacts

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  8. Text box with initial email message when the document is forwarded

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. Ability to toggle auto-filling of information within pricing tables

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  10. French training videos

    Would like to have training videos available in French

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  11. Memorize e-forms submissions by saving cookies in PandaDoc

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  12. remove the grey pic of an image block if the image hasn’t been added in pdfs

    Ability to remove the grey pic of an image block if the image hasn’t been added in a downloaded PDF in EV2.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Collect files drag and drop

    Files can be drag and dropped into a collect files field

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  14. Automatic check box in pricing table

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  15. Static form

    Forms can be uploaded as a static document, without signing/sending features.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document

    Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Send notifications to team member instantly despite the fact the signing order is used

    1 vote

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  18. Limit Bulk Send User

    Limit the user of the bulk send

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Show 2 decimal digits when rounding the price, discard the digits that go next

    When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  20. Personal data collection warning

    There is something very unappealing about PandaDoc. It is the fact that one must consent to a warning that personal data will be gathered. One gets this warning twice: on opening, and before signing. I don’t recall seeing this message with any competitor." Can the number of warnings be reduced or eliminated?

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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