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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6299 results found

  1. yes or no option as a fillable field

    2 votes

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  2. Allowing Canva DOCS to be utilized in Panda

    2 votes

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  3. 2 votes

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  4. Set Exclusion Rules for Salesforce Status Triggers

    2 votes

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  5. automatic collection - stripe

    help collect payments that ​​may have otherwise been unsuccessful

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  6. specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. 2 votes

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  8. Be able to import contacts with their addresses through the Gmail button.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. It would be helpful to have the ability to update 'grand_total" in a document using API

    2 votes

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  10. To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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  11. 2 votes

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  12. Ability to generate a report on the time when the document was signed

    2 votes

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  13. Ability to view the background image within the page properties.

    2 votes

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  14. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Is there a way to format the data coming in? For example, I want to change the date format to be MM/DD/YYYY and to format the amounts to have currency symbols and comma separators.

    2 votes

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  17. option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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  18. Edit the email of the sent document then auto resend it after it was changed

    2 votes

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  19. Ability to click on the "+ Document" option in Salesforce's PD module

    2 votes

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  20. 2 votes

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