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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7355 results found

  1. 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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    0 comments  ·  Quote to Cash  ·  Admin →
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  2. Evalon (Fusebox)

    Integration with Evalon (Fusebox).

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. 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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  4. 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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    0 comments  ·  Integrations  ·  Admin →
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  5. Add LayBuy as Payment gateways

    Add LayBuy as Payment gateways

    1 vote

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

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  7. 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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  8. Mosaic Financing Partner

    Mosaic financing partner payment integration

    1 vote

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  9. 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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  10. 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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  11. uk phone number validation for fields (+44, length)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. See which document a duplicate came from

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Ability to export items and images from the catalogue into folder

    Ability to export items from the catalogue

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. add products to document via Zoom

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. See if a recipient enabled or disabled cookies (analytics, etc.)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. ability to see the line subtotal for 1 product (if there are more in 1)

    ability to see the line subtotal for 1 product (if there are more in 1 in qty column)

    1 vote

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  17. Download document and present locally without PDF (not to rely on internet for presentations)

    WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. inline comments: comment on a cell, text box, or section

    would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. Disable local password for certain email domains

    I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.

    This is a simpler configuration option than setting up Google as a SAML IdP.

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  20. clear cache button on upload error

    You should add a "clear local storage and try again" button to the error message when a file fails to convert.

    I've run into multiple problems uploading files that I want to become editable.

    Each time, a support agent was able to upload the file for me, but I was not.

    Each time, they asked me to clear my cache and try again (which also did not work).

    Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.

    If you add a button that does this, then you alleviate your support system if…

    1 vote

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