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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6118 results found

  1. add product after document completion

    allowing a PandaDoc document (after submission and receipt) to be edited to add extra Line Items from HubSpot … instead of having to generat

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  2. Pricing Table Mapping for SalesForce Contracts and Contract products

    1 vote

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  3. conditional signatures

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

    1 vote

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  4. Add default role to PandaDoc package for Microsoft Dynamics with access to the table "PandaDoc Tokens Mapping"

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. "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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  6. 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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    0 comments  ·  Approvals  ·  Admin →
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  7. QuickFee

    integration with QuickFee payment solution

    1 vote

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

    1 vote

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

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Document creation on the account level

    1 vote

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  11. Financial Force

    Integration with Financial Force

    1 vote

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  12. Salesforce Marketing Cloud

    Salesforce Marketing Cloud integration

    1 vote

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  13. 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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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Add multiple locations/addresses to the same contact

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Automatically show of Signature box after clicking Next

    when you press Next in Ev2 and go to signature, the window to sign won't open (so you need press signature) while in Ev1 it was automatically done.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  16. 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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    0 comments  ·  Other  ·  Admin →
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  17. Add workspace user, but bill separately

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Cisco WebEx

    Integration with Cisco WebEx

    1 vote

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  19. 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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  20. TAGS are not pass over using Zapier

    1 vote

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