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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
    MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
    Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

    1 vote

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  3. Notification when the new document draft is created from the template

    1 vote

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  4. Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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  5. disable SSO login page

    1 vote

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  6. a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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  13. Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. add a subject field in the zapier connection to have an ability to Ability to change subject message sending a document via zapier

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.

    1 vote

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  20. 1 vote

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