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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6308 results found

  1. My client wants to download the analytics of one specific completed document. They want this to be the basis for their docs transaction for every client that they have on their end.
    This is for their legal case that they are being prompted to provide the original data analytics.

    1 vote

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  2. 1 vote

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  3. Integration with Redmine

    1 vote

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  4. The ability to download notarizations in bulk.

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  5. As a Operations Manager, I'd like to be able to allow my team to toggle payment gateways when creating proposals. For example, proposals with smaller amounts but are subscriptions to be paid by Stripe. Larger one-off contracts to be paid with Quickbooks. This would allow me to get better terms and improve scalability.

    1 vote

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  6. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. 1 vote

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  9. A way to hide fields/rows of text in a document (created from a template) that are pulling data from Zendesk via variables if that particular field is empty.

    1 vote

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  10. One extra click might seem insignificant, but when you're doing this all day long, it becomes extremely inconvenient. It seems like a simple fix to just give us the option to turn this default off. I didn't notice it in the trial, or maybe I thought it would eventually stop asking.

    1 vote

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  11. align the title in the center on the cover page automatically

    1 vote

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  12. 1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  13. Product Catalog - Ability to display video or a preview and not just a hyperlink

    1 vote

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  14. I would like to request a hidden notes section on a product. This would allow us to add notes to assist our new sales people. For example it would allow us to create a note for sales people reminding them the recommended minimum of a certain item. This field would not be visible to the client. Currently we are adding an additional field for notes when we create a product. However a salesperson has no way of knowing this field exists unless they set it to visible when adding the product to a pricing table or quote.

    1 vote

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  15. sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

    1 vote

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  16. add thumbnail when the document is shared via a link

    1 vote

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  17. Ability to set up automatic PandaDoc password expiration.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. 1 vote

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  19. 1 vote

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  20. An ability to limit a user in clicking check boxes

    1 vote

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