Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. When I click on create document from the opportunity record in Copper, it doesn't suggest me directly the customer email but it put inside the pe-assigned one that I saved by mistake in the role settings.
    Is there any chance that when I click on create document from the opportunity record, the system automatically adds the customer's email?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  3. WaveApps to create and send invoices for integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  4. 1 vote

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  5. 1 vote

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  6. 1 vote

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  7. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. 1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  9. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. 1 vote

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  11. for example, I will have a quote that is $5000 upfront and then $560 per month
    sometimes I know how many months they're using us for and sometimes I don't
    is there a way for the doc to separate out monthly costs and create a full total from the two numbers? f I could combine all the monthly costs and then offer a 'how many months' line that was editable that would work

    1 vote

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  12. The customer would like to be able to change the answers provided by customers within fields. In his case it is to match his records on file with what is provided to him. In case a customer neglected to fill something out.

    1 vote

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  13. Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  14. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. I just spent 30 minutes updating a template thinking it was a document

    VERY CONFUSING with the new UI where there is no black bar to denote that you are viewing a template

    I have been using pandadoc for 3 years, and have not made this error previously until the website design was recently changed

    1 vote

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  16. At the moment (August 17 2020) it is possible to attach files to an embedded template from the document's creator end, but a recipient has no ability to see attachments and download them. The functionality to see and download attachments should be implemented for the embedded templates like for regular documents too.

    1 vote

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  17. 1 vote

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  18. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  19. Ability to pull created in PandaDoc contacts to Pipedrive

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. two separate documents side by side for editing

    1 vote

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