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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6337 results found

  1. Salesforce Marketing Cloud

    Salesforce Marketing Cloud integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. 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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  3. Add multiple locations/addresses to the same contact

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. 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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  5. 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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  6. hanging indents for footnotes

    Hanging Indents for footnotes

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Add workspace user, but bill separately

    1 vote

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

    Integration with Cisco WebEx

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. 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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  10. TAGS are not pass over using Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Mirror custom product orders from SFDC in Pricing Table

    Mirror custom product order when synced to PD Pricing table.

    1 vote

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  12. Linking the contact role in D365 to the role on the template

    Linking the contact role in D365 to the role on the template

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. ability to allow suggestions for specific sections within a template/document

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Quantity for just one line item

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Text box with initial email message when the document is forwarded

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  16. Ability to toggle auto-filling of information within pricing tables

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  17. French training videos

    Would like to have training videos available in French

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  18. remove the grey pic of an image block if the image hasn’t been added in pdfs

    Ability to remove the grey pic of an image block if the image hasn’t been added in a downloaded PDF in EV2.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Automatic check box in pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document

    Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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