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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5374 results found

  1. conditional signatures

    to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. "From" section defaults to document sender, not the creator

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Marked-up approved changes to the doc

    To have suggested approved changes marked-up to double-check them later

    1 vote

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  4. QuickFee

    integration with QuickFee payment solution

    1 vote

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  5. Pass line items as numbers not array strings to Zapier

    1 vote

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  6. PDF attachment setting for individual accounts instead of only for the whole workspace

    1 vote

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  7. Document creation on the account level

    1 vote

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  8. Financial Force

    Integration with Financial Force

    1 vote

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  9. More particular chat functionality ie: ability to chat on on section vs inline commenting

    Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.

    1 vote

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  10. No. of Rejected Document will show up in Dash and in Reporting

    No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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  11. Cisco WebEx

    Integration with Cisco WebEx

    1 vote

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  12. About Send Document

    Create Subject and Message Based on User Role
    like I have two roles i need to send different message and subject

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. TAGS are not pass over using Zapier

    1 vote

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  14. Mirror custom product orders from SFDC in Pricing Table

    Mirror custom product order when synced to PD Pricing table.

    1 vote

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  15. Linking the contact role in D365 to the role on the template

    Linking the contact role in D365 to the role on the template

    1 vote

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  16. ability to allow suggestions for specific sections within a template/document

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Ability to toggle auto-filling of information within pricing tables

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  18. Automatic check box in pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Limit Bulk Send User

    Limit the user of the bulk send

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Show 2 decimal digits when rounding the price, discard the digits that go next

    When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01

    1 vote

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