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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6819 results found

  1. Document creation on the account level

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Financial Force

    Integration with Financial Force

    1 vote

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  3. Salesforce Marketing Cloud

    Salesforce Marketing Cloud integration

    1 vote

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  4. 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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  5. Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Add multiple locations/addresses to the same contact

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. 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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  8. 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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  9. hanging indents for footnotes

    Hanging Indents for footnotes

    1 vote

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

    1 vote

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

    Integration with Cisco WebEx

    1 vote

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  12. 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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  13. TAGS are not pass over using Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Sliders

    Sliders to adjust tokens and documetn value

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. 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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  16. 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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  17. 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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  18. Notification once a user turns off the Email Attachment

    Notification once a user turns off the Email Attachment.

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  19. Quantity for just one line item

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. 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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