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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6100 results found

  1. The ability to search for a specific template when using the Google Workspace add-on. At the moment, it only displays the most recent templates and there is no way to search for older ones.

    Workaround: 'Refresh' the template by making slight changes to it or duplicating it to be on top of the list.

    1 vote

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  2. have each signature individually drawn out rather than just one signature that is applies to each signature line

    1 vote

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  3. 1 vote

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  4. update or change the price in bulk in the catalog

    1 vote

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  5. 1 vote

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  6. warning when you get down to the last 100 bulk sends available

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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  10. 1 vote

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

    1 vote

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

    1 vote

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  14. 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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  15. 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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  16. 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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  17. 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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  18. The option to add linkable phone number via telto link so once you press on the link the system opens the default application for calls (if any). For now, we have only mailto link implemented.

    1 vote

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  19. Signing order: sender should be able to fill out the document without the need to open it in the email.
    For example in the document that has no signing order: https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/e11d487a3de2b227ceac5372bbad9762d8468b9e.png

    1 vote

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  20. Include SKU in the item name when an item is selected from the catalog to be added on their pricing table

    1 vote

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