Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. To have the image layout from EV1 to be available in EV2.

    1 vote

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  2. Quick view for pending documents needs to sign

    1 vote

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  3. A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.

    1 vote

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  4. Sales Screen Integrations

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  5. ability to see the name of the template/document you are going to delete in the pop-up window

    1 vote

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  6. 1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  7. 1 vote

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  8. Option to Remove AMEX as payment option for authorize.net

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

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  13. 1 vote

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

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…

    1 vote

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  16. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  19. 1 vote

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  20. once CLI is changed, it will change info in the documents where this CLI was added.

    1 vote

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