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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5939 results found

  1. I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option

    2 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:

    This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  2. When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.

    2 votes

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  3. 2 votes

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  4. If the Recipient did not enter the verification code correctly after 3 times, the signature field should be cleared. The recipient should have to resign the document again. The sender should also be notified that the code was not entered correctly.

    2 votes

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  5. 2 votes

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  6. Once a document is approved, lock down ability to edit the document before sending to the client.
    Approval is to confirm finalization of the terms on the contract for the client.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  7. The ability to set up a maximum limit for discounts in the pricing table.

    2 votes

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  8. 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

    2 votes

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  9. 2 votes

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  10. 2 votes

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  11. 2 votes

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  12. continue approving document when there are suggestions made, keep it in suggestion mode

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table

    2 votes

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  14. Well, there are quite a few limitations on the pricing table formatting
    possible to format the footer so that it has that yellow background?

    2 votes

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  15. 2 votes

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  16. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. 2 votes

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  18. It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.

    2 votes

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  19. Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    2 votes

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  20. Integration with Dynafile

    2 votes

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