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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. Payment gateway: FirstData and USAePay

    Process payments with FirstData and USAePay with a payment integration.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  2. Ability to display discount on the "Pay" button, the way it was in EV1.

    Ability to display discount on the "Pay" button, the way it was in EV1.

    1 vote

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  3. track who download the document or if the recipient downloaded the document in PandaDoc

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Option to have no spaces on number/text field

    Option to have no spaces on number/text field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. lock the edit functions associated with the signature

    PandaDoc should only lock the edit functions associated with the signature. Linking function should be outside of the edit/sign function, suggested by our customer.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. All customer to pay more than requested % of total.

    Allow customers to pay for more than the requested percentage if they choose to.

    1 vote

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  7. Evalon (Fusebox)

    Integration with Evalon (Fusebox).

    1 vote

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  8. Ability to list attachments via API (the attachment that was added upon manual document completion via +Upload file button)

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. Option to Set up trigger for opportunity amount in SF

    Option to Set up trigger for opportunity amount in SF

    1 vote

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  10. Add LayBuy as Payment gateways

    Add LayBuy as Payment gateways

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. Post banner when site is down

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  12. exclude unselected or not applicable fields from template upon creating a document

    exclude unselected or not applicable fields from template upon creating a document

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Status for recipient in approval workflow

    Change text in analytics for recipients to "not sent yet" when a document is in the approval status

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  14. Athena health

    The client is requesting the integration with https://www.athenahealth.com/

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Mosaic Financing Partner

    Mosaic financing partner payment integration

    1 vote

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  16. Customize editor features for certain users

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. move template from production to staging without retagging fields

    Ability to move templates without having to retag the fields

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Add print icon at the top menu for recipients to easily see how to print to PDF

    Although the print option is in the ellipsis, it would help with an analog audience to see a print icon at the top menu.
    Recipients need to see how to easily see the ability to print to PDF

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. profit margin exclude table

    Ability to make it so the profit margin app excludes selected pricing tables

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. uk phone number validation for fields (+44, length)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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