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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6441 results found

  1. populate two salesforce opportunities in one pricing table

    For example, Product and coupon opportunities in populated within one pricing table.

    https://pandadoc.zendesk.com/agent/tickets/404226

    1 vote

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  2. Resize the table in the Reporting section

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. The doc says the Default is 50 and Max is 100. We need more results during the document list API call

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. 1 vote

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  5. Option to present/get repoting data in Power BI

    1 vote

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  6. when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.

    1 vote

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  7. It would be amazing if you could see all catalog items in a spreadsheet view. Would make it way easier for maintenance! Having to export and re-import the csv files is the worst :(

    1 vote

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  8. There is a template from the template library: https://www.pandadoc.com/freelance-video-editing-contract-template/

    The client wants to have all the content that have the example of their template when they use it

    https://pandadoc.zendesk.com/agent/tickets/401662

    1 vote

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  9. I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once

    1 vote

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  10. At the moment there is no way to add tick boxes on the iPad version of PandaDocs. I appreciate that this is a toned down version of the full panda docs, but this is a really crucial thing and shouldn’t be difficult to implement.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  11. do you have release notes for the salesforce pandadoc app? best i can find stops giving info about a year+ ago
    here was an old knowledgebase article that did a great job highlighting changes: https://support.pandadoc.com/hc/en-us/articles/360011677294-Salesforce-integration-versions-comparison
    : but it stopped a while back, it would be great if they started publishing that again

    1 vote

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  12. pull the variables from various boards and use them across the PandaDoc document

    1 vote

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  13. Ability to prevent users from manually changing status but still have document editing privileges.

    1 vote

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  14. In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.

    1 vote

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  15. Ability to set roles later on when setting reciepients..

    1 vote

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  16. Ability to use "this month" filter for the reporting.

    1 vote

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  17. Align Optional Item checkbox in a pricing table with the text, instead of with the top of the cell.

    1 vote

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  18. If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead

    1 vote

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  19. 1 vote

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  20. Am getting ready to implement BotDoc.io as a secured transmission protocal- it interfaces with Docusign & Adobe Sign. I use PandaDoc.

    1 vote

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