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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6118 results found

  1. AroFlo

    Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. The ability to remove a template from the quick access menu.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. WorkOrder Standard Object in Salesforce

    Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Add SecurePay as payment option

    Add SecurePay as payment option

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Font color of pricing table optional items

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Radio Buttons - move using arrow keys

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. create a pricing table with rows from scratch using the API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. Verbal signature

    We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.

    NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.

    "Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce

    Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Map Catalog Headers to Pricing Table Columns

    The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Deduction from the Total rather than the SubTotal

    applying deduction direct of the total rather than the subtotal in the pricing table.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Option to show the signer info on the document once they completed it

    Option to show the signer info on the document once they completed it.

    • Will show the signer info on the document once document is completed.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. autosizing font in fillable fields

    Ability for font to decrease in size if needed to fit into a fillable field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Pricing table data merge option for Pipeliner CRM

    Data merge option for Pipeliner CRM

    • will alloe the user to set up data merge for Pipeliner CRM
    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Export documents tag list

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Keep Comments on Document after editing

    Keep comments after moving a document from sent to draft status.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures

    This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. Allow variable values to auto-update in a document when updated in Salesforce

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. Pass info from a form response and transfer them into a template via variables.

    Option to transfer field info to the template aside from variables and pricing table.

    • Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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