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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7335 results found

  1. Ability to name each quote in a document and rename variables for each quote

    Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Remove edit this document message when no signature or initial fields

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. For the document Signer to be able to select the type of discount: percentage or flat amount

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Option to have filter by user in the Document Activity (Dashboard)

    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. Ability to change the order of grand total section of Quote Builder

    Ability to change the order of grand total section of Quote Builder

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Showing changes in documents requiring approval

    showing changes in documents requiring approval.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Catalog - CSV additional settings format

    Ability to import a CSV file with comma format on Cost and Prices.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  8. The ability to sort documents and templates by tags.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Ability to tag a client within the saved message.

    Ability to tag a client within the saved message.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Send document notifications to the members of the account

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Export one CSV report for all forms at once

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. Reschedule Notary

    I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  13. Download the PDF as separate files via Zapier when the document is bundled

    Download the PDF as separate files via Zapier when the document is bundled

    https://pandadoc.zendesk.com/agent/tickets/576243

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Streak CRM

    integration and automations with Streak CRM

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Payment Gateway: NCR payment solutions

    The ability to integrate with NCR payment solutions

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Merge system variables data into fields: pull [Document.CreatedDate] into the Date field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. convert a quote builder block from a proposal into a spreadsheet

    convert a quote builder block from a proposal into a spreadsheet

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  18. import a previously completed proposal into a new opportunity in ZOHO

    import a previously completed proposal into a new opportunity. For example. We often have service agreements that renew yearly. The proposal typically does not change much other than the price or minor scope changes. If we could import the previous years document into the renewal opportunity it would save us from having to completely re-create the proposal or having to copy and pate it all into a new doc.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  19. add shared template as an option when selecting template in automations setup

    add shared template as an option when selecting template in automations setup

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. Conditional rule

    Customer would like to create a conditional rule base on the recipient's selection and not on variable

    2 votes

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    0 comments  ·  Other  ·  Admin →
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