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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6440 results found

  1. A compound tax, or stacked tax, is calculated on top of a primary tax. A compound tax will be calculated when you add additional taxes to an item on top of the primary tax.

    1 vote

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  2. Sales Screen Integrations

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  3. ability to see the name of the template/document you are going to delete in the pop-up window

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  4. 1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  5. Option to Remove AMEX as payment option for authorize.net

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  6. 1 vote

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  7. 1 vote

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  8. Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…

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  9. 1 vote

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  10. once CLI is changed, it will change info in the documents where this CLI was added.

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  11. When a proposal is completed need to make a PO from there to place an order with a vendor

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  12. we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in

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  13. 1 vote

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  14. have an alternative if the signer dont have email can we use like mobile numbe

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  15. Integration with RevTrack

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. restrict document owner to sign before the document is sent for approval

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  20. 1 vote

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