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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6460 results found

  1. For recipient - Ability to view all documents in one place.

    For recipient - Ability to view all documents in one place.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. block shorter top to bottom to edit PDF

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Ability to set 'can edit' as a default permission type for all new collaborators

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Change a color of one of two headers in the pricing table

    Change a color of one of two headers in the pricing table

    https://pandadoc.zendesk.com/agent/tickets/497972

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Increase free verification feature limit

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. The ability to enable both Sandbox and Production SF within one workspace

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Hide multiple columns in the pricing table with one click

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. Delete attached file that was upload via manual status change

    Ability to delete the attached file, in the attachment app from uploading an attachment via manual status change

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Ability to export document analytics via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. Form URL device verification

    The URL of a opened FORM should reload if given to someone else in a different device to prevent breach of informaiton

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  11. Import data from Excel into document fields in PandaDoc

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Edit the way total is calculated in Quotes (possibility to add or subtract the recurring payments)

    Ideally, in the quote calculator it would be nice to be able to customize the fields that one wishes to add to the Total since, in our case, the payment for the service is quarterly and there are concepts that are partially paid within those quarters, for this reason the current “TOTAL” field is inaccurate for us, even for Sales area performance metrics)

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. [Quote Builder]: (create document from another document)

    Have the option to create a workorder from a quote once the document is signed.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Different buttons in Pipedrive

    Different buttons in Pipedrive aside from create a document

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Convert documents to new editor without changing status

    Have the ability to convert documents to the new editor without changing their status.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. View all PandaDoc accounts billing a specific card

    It would be really nice if there was a way to see how many accounts I am paying for with my card. Some way to locate duplicate accounts would be great.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  17. Ability to download an image uploaded to the Stamp field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Ability to resend the completed PDF notification if the customer didn't receive it

    It would be great if we had a way to resend a completed document without downloading and emailing separately the PDF if the recipients don't receive it.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. Ability to add options to the dropdown field via uploading an excel file/google sheet.

    Ability to add options to the dropdown field via uploading an excel file/google sheet.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Ability to have contact information for multiple people in one contact.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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