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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. Link Inbox so 2 users can view it.

    1 vote

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  3. Ability to set 'not null' condition when setting up conditional content rules, so that the system pulls only those variables which has a value other than '0'

    1 vote

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    • On the PDf of the completed document the paid amount will show up.
    1 vote

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  4. 1 vote

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  5. Be able to search for a document based on the Quote Number

    1 vote

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  6. Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).

    1 vote

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  7. Attachments blocks that can be placed all over the document content, not only at the end of the document

    1 vote

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  8. to create a template that can be signed in real time and not sent via email to someone.

    1 vote

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  9. if I go to pandadoc.com, and I was recently logged on, it should just take me to the dashboard. When it doesn't, I think that it's because my session expired, but when I click log-in it takes me to the dashboard without putting in my credentials.

    1 vote

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  10. payment option using Authorize.net to delay based on a value in Salesforce

    1 vote

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  11. Resize the table in the Reporting section

    1 vote

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  12. Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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  13. The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.

    1 vote

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  14. Ability to check the reporting specified to the customer.

    1 vote

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  15. 1 vote

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  16. Ability to adjust the documents' order in the batch.

    1 vote

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  17. Ability to set a sender name with only the first name.

    1 vote

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  18. Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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  19. 1 vote

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