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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.

    1 vote

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  4. Ability to hide specific products within the bundle in the quote builder.

    1 vote

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  5. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. have synced text fields across templates so if the user changes the text in one template it would change in the other too
    https://pandadoc.zendesk.com/agent/tickets/568047

    1 vote

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  7. In case the product has a discount in Salesforce, have an option not to pull this discount to the PandaDoc document. For now, the discount is pulled automatically into the hidden column.

    1 vote

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  8. Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.

    1 vote

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  9. Customer would like a variable that is capable of mathematical equation like the pricing table,

    1 vote

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  10. Add Zapier triggers, allowing document names to be changed automatically after completion.

    1 vote

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  11. Option to create a document from Zoho mobile app

    1 vote

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  12. Pricing table footer display the table. This request is specifically asking for there to be lines/borders in the 'total' section at the bottom of the pricing table.

    1 vote

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  13. The ability to change multiple fields to a different type in one go. (currently, the auto-placement of fields feature adds text fields for spaces where date is needed)

    1 vote

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  14. We use frontapp as our CRM tool. I would like for it to fire based upon a comment or tag being added. (frontapp is a layover for gmail but allows for notes to be taken about contacts, allows for other app integrations, and allows for commenting under email threads). It also turns these emails into tasks for staff. The goal is once the pandadoc is signed by all parties, details of when customers begin are added to our google sheets, and to our quickbooks along with the attachments they have provided.

    1 vote

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  15. PandaDoc online validation tool where you can validate/verify the document

    1 vote

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  16. When a user duplicates a template with automations in the workflow, the automations do not duplicate. It would increase adoption to have the option to duplicate the automation workflow when you duplicate the template.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. Able to download the reporting charts along with the .csv file or provide an
    option to download

    1 vote

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  18. 1 vote

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  19. Customer would like to have an option to add a recipient to a list of documents that they have sent already and to some that are on viewed, completed and expired

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. Is it possible to have an export button in the window "Share link - INDIVIDUAL LINKS". An Excel file will be greater with one column name and one with the link for the signature

    Thank you!

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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