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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6688 results found

  1. AroFlo

    Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. option for OCR and lock number of characters in a field other than SSN.

    option for OCR and lock number of characters in a field other than SSN.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. The ability to remove a template from the quick access menu.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. The ability to set up a maximum limit for discounts in the pricing table.

    The ability to set up a maximum limit for discounts in the pricing table.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. WorkOrder Standard Object in Salesforce

    Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. enforce users to use catalog items so they can not free text line items into price tables

    enforce users to use catalog items so they can not free text line items into price tables

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. Add SecurePay as payment option

    Add SecurePay as payment option

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Add custom validity to a signed document

    Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Font color of pricing table optional items

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. Option for text block to spill over on another text block on the same page once theres no more room on the initial text block

    Option for text block to spill over on another text block on the same page once theres no more room on the initial text block. same as 2 column layout in WORD

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  11. Radio Buttons - move using arrow keys

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. cryptocurrency pricing options

    Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Recipients can hide or show selected text block in a document (make is expandable)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  15. create a pricing table with rows from scratch using the API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. Ability to export list of all the folders and files within the app, export folders tree.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  17. Borders Overlapping Images in PDF

    When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.

    Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  19. Different permissions for collaborators for the specific document's parts

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. send changes for approval - collaborators feature

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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