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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7130 results found

  1. Marked-up approved changes to the doc

    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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  2. QuickFee

    integration with QuickFee payment solution

    1 vote

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  3. Pass line items as numbers not array strings to Zapier

    1 vote

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  4. PDF attachment setting for individual accounts instead of only for the whole workspace

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Tick box near variables so if selected it automatically copies variables from somewhere else on the form to avoid duplicating work

    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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    0 comments  ·  Usability Improvements  ·  Admin →
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  6. Document creation on the account level

    1 vote

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  7. Financial Force

    Integration with Financial Force

    1 vote

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  8. Salesforce Marketing Cloud

    Salesforce Marketing Cloud integration

    1 vote

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  9. More particular chat functionality ie: ability to chat on on section vs inline commenting

    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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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    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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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. Add multiple locations/addresses to the same contact

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Automatically show of Signature box after clicking Next

    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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    0 comments  ·  Usability Improvements  ·  Admin →
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  13. No. of Rejected Document will show up in Dash and in Reporting

    No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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  14. hanging indents for footnotes

    Hanging Indents for footnotes

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Add workspace user, but bill separately

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Cisco WebEx

    Integration with Cisco WebEx

    1 vote

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  17. About Send Document

    Create Subject and Message Based on User Role
    like I have two roles i need to send different message and subject

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. TAGS are not pass over using Zapier

    1 vote

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  19. Sliders

    Sliders to adjust tokens and documetn value

    1 vote

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  20. Mirror custom product orders from SFDC in Pricing Table

    Mirror custom product order when synced to PD Pricing table.

    1 vote

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