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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. 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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  2. hanging indents for footnotes

    Hanging Indents for footnotes

    1 vote

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

    1 vote

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

    Integration with Cisco WebEx

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. 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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  6. TAGS are not pass over using Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. Quantity for just one line item

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. 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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  15. Automatic check box in pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. 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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  17. Limit Bulk Send User

    Limit the user of the bulk send

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Show 2 decimal digits when rounding the price, discard the digits that go next

    When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. take reference of the total of each single price table, to make the customer able to chose a given delivery or not

    1 vote

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  20. Ability to pull products from Insightly

    Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API

    1 vote

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