Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.

    1 vote

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  2. 1 vote

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  3. 1 vote

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  4. The option to edit signing order from the Send document window.

    1 vote

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  5. 1 vote

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  6. "Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

    1 vote

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  7. continue approving document when there are suggestions made, keep it in suggestion mode

    1 vote

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    0 comments  ·  Workflow  ·  Admin →

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  8. 1 vote

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  9. 1 vote

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  10. Ability to set a default CC'd recipient email for all documents

    1 vote

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  11. Search for page numbers in page reordering menu

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  12. 1 vote

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    0 comments  ·  Workflow  ·  Admin →

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  13. 1 vote

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  14. 1 vote

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  15. Name Column 1 Column 2
    Product 1 + -
    Product 2 - +
    Product 3 + +

    1 vote

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  16. customer wants rounded table design and not just plain box

    1 vote

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  17. Well, there are quite a few limitations on the pricing table formatting
    possible to format the footer so that it has that yellow background?

    1 vote

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  18. Auto pupulate the info from the Form wizard once the signer hit the preview button

    1 vote

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    0 comments  ·  Forms  ·  Admin →

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  19. It would be great if we could List and Get Products via the PandaDoc API, in a similar way as we can for Templates.

    https://developers.pandadoc.com/reference/list-templates

    By Products, we mean the Products in the Product Catalog, and should include the price and folder name, and other details that are in the export CSV.

    Thanks!

    1 vote

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  20. 1 vote

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