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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6306 results found

  1. Modify Billing notification on payment subscription

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Use case: signer 2 is not able to see suggestions made by signer 1
    Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. It's easy to get confused as to which section you are in the document process (template vs document creation vs approving vs signing). I think this could be fixed by having a different background color or other differentiation for the pages other than the item location in the top left corner.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. The dollar sign is not associated with the token in the tokens list with the [Deal.Amount] variable for example.

    2 votes

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  7. 2 votes

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  8. 2 votes

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  9. By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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  10. authorization (access code) to be added on a template level

    2 votes

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  11. Ability to set a default value of a space for custom variables?

    2 votes

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  12. 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.

    2 votes

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  13. 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.

    2 votes

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  14. Adding multiple Images on a placeholder.

    2 votes

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  15. Ability to embed a 3D model.

    2 votes

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  16. 2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  17. 2 votes

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  18. Integration with Dynamics 365 Jobs

    2 votes

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  19. to have a synchronization for our documents within separate folders optimally. What I mean is, create folders within the "Documents" Tab in PandaDoc and synchronize each one of them into separate Dropbox folders

    2 votes

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  20. Can we enable support for adding the Receipt email address via API to existing documents because the same functionality is doable via User Interface

    2 votes

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    1 comment  ·  API  ·  Admin →
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