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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5374 results found

  1. adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

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  2. 1 vote

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  3. restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

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  4. 1 vote

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  5. 1 vote

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  6. Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.

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  7. Have the option to remove/hide card details field for users to add to docs.

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  8. Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.

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  9. I have different tags to documents, which has helped differentiate just by looking at the tab, but if we could pick a color for a created tab that would be beneficial.

    1 vote

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  10. ability to sent a copy of the document (pdf) automatically even if it hasn't been completed

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  11. Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page

    1 vote

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  12. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. 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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  14. ability to see the name of the template/document you are going to delete in the pop-up window

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  15. Option to Remove AMEX as payment option for authorize.net

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  16. 1 vote

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  17. 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…

    1 vote

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

    1 vote

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

    1 vote

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  20. Integration with RevTrack

    1 vote

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