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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7183 results found

  1. Reporting: show the signature date of each recipient

    Reporting: show the signature date of each recipient

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Unhide cost column by default

    Unhide the cost column by default

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. Custom Role - restrict usage of reminders

    Custom Role - restrict usage of reminders

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Decline document button for UI more obvious for recipients

    Make decline document button more obvious in the UI

    3 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  5. PCI Compliance

    3 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  6. Resize Header and Footer

    Have the ability to resize the Header and Footer

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Option to resend a completed document to one of the signers for re-signing

    Option to resend a completed document to one of the signers for re-signing (without editing the document)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Add cash as a payment option

    Add cash as a payment option

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  9. Viva Wallet integration

    Ability to integrate with Viva Wallet

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  10. View document/template audit log for the approval workflow

    Hi Team ,

    Kindly add audit history to every document & every template .
    So visibility will increase who updated approval workflow & who updated approver name in the template & document .

    it will useful to trace logs of any document & template .

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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  11. List of Documents with Transferred Ownership: View the New Owner

    View which documents had ownership transferred - view who the new owner is

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Catalog - option to not have a price for an item

    Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Add rows to the pricing table in bulk

    I am working on a large pricing table, and I would need to add a couple of hundred rows at once

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. API: Add pages to a document

    Currently, we can bundle documents via API but not add documents as pages.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  15. Ability to check what monday.com variables are used

    The employee who added variables to our PandaDoc templates via Monday.com items is no longer with us. I currently have multiple Monday.com boards with active items being used as variables connected to multiple PandaDoc templates. The problem is I have no idea which variables listed in Monday.com are connected to which templates in PandaDoc. I'm trying to figure out the best way to find out where the variables are connected/integrated in Monday.com and vice versa.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Discount applied after tax

    The customer is requesting the the discount to be applied after the tax calculation from the total in both the pricing table and CPQ.

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Upload files from the document to SharePoint

    We would like to retrieve the files uploaded to collect files field via Zapier to MS SharePoint

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Report documents created in PandaDoc and linked back to an opportunity in Salesforce

    Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
    ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Use pricing table information from first document as variables on the second document when Sending another document Automation

    Ability to use pricing table information from the first document as variables on the second document when "Sending another document when PandaDoc document status changes" automation

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. When a document's status is manually changed and an attachment is added, this attachment should be added to the document

    3 votes

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    0 comments  ·  Other  ·  Admin →
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