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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6599 results found

  1. Bringing back the value to the Home Tabs

    1 vote

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

    1 vote

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

    1 vote

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  4. 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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  5. Mailing/burofax/certified letter service

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. 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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  7. 1 vote

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  8. 1 vote

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

    1 vote

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  10. We have 2 different documents tied to our Quotes, a proposal and a service order. The Proposal is meant to populate based on our quote line groups, however, I need the Service Order to generate from the quote line items. It only seems like we can set up one direct pricing relationship at a time.

    1 vote

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  11. Customer would like to generate a report for deleted documents alone

    1 vote

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  12. Search for a contract using Pandadoc contract ID data

    1 vote

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  13. Native integration with Xero Practice Manager

    1 vote

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  14. Ability for the account owner to know who deleted a template, documents ETC on their account in a detailed info.

    1 vote

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  15. 1 vote

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  16. Be able to delete a blank page from a completed document PDF

    1 vote

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  17. Ability to route failed deliverability to other email address

    1 vote

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  18. Create multiple documents both from template and PDF via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. Ability to generate a report on the number of documents edited after being sent.

    1 vote

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  20. A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform

    1 vote

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