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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6322 results found

  1. Single click on ALL entries

    The document requires a double click on all entries instead of a single click--it is very time consuming and not user friendly at all in that capacity.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  2. Create a document from Zoho Sales Orders

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Duplicate/Copy contacts in PandaDoc

    Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Auto-generate document variables for page numbers, header names, etc.

    In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  5. PandaDoc widget for purchase orders module in Zoho CRM

    1 vote

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  6. customize info showed when a document expires

    1 vote

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    1 comment  ·  Other  ·  Admin →
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  7. Bundles - checkpoints

    checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Manually changing document status in the MS Dynamics iFrame

    Manually changing document status in the MS Dynamics iFrame

    1 vote

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  9. direct a new document with the transfer data option into the folder the initial document was created in

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  10. Option to enable to see the recipient on the inbox

    Option to enable to see the recipient on the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. delete recent templates from document wizard

    option a delete recent templates from document wizard

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. columns to retain their default name in Ev2 once after unhidden

    columns to retain their default name in Ev2 once after unhidden

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  13. Ability to add multiple choice selections when creating via the API in EV2

    1 vote

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    0 comments  ·  API  ·  Admin →
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  14. Processing time

    Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.

    1 vote

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  15. Ability to display discount on the "Pay" button, the way it was in EV1.

    Ability to display discount on the "Pay" button, the way it was in EV1.

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  16. track who download the document or if the recipient downloaded the document in PandaDoc

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Option to have no spaces on number/text field

    Option to have no spaces on number/text field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. All customer to pay more than requested % of total.

    Allow customers to pay for more than the requested percentage if they choose to.

    1 vote

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  19. Evalon (Fusebox)

    Integration with Evalon (Fusebox).

    1 vote

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  20. Ability to list attachments via API (the attachment that was added upon manual document completion via +Upload file button)

    1 vote

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