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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.

    12 votes

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  2. Some federal agencies require a cloud provider to meet a certain criteria before they can work with a vendor. This authorization process is outlined here: https://www.fedramp.gov/

    12 votes

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  3. Podio CRM integration

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  4. The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.

    12 votes

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  5. Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

    12 votes

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  6. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    12 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  7. 12 votes

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  8. Salesforce integration with Pandadoc on Ipad

    12 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  9. Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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  10. 12 votes

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  11. It would be a great feature to allow users to change the currency and have the option to enter in the current conversation rate to therefore calculate the price in the pricing table. For example Product 'A' is 100 GBP but I would like the price to update to USD. There should be a field to enter the conversation rate for example 1.31 by doing so the price for product 'A' would update to 131.31 USD.

    12 votes

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  12. Advance reporting to show total time viewed on each document.

    12 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  13. Edit the templates via mobile app.

    12 votes

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    Idea  ·  1 comment  ·  Mobile  ·  Admin →
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  14. 12 votes

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  15. How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    12 votes

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  16. Forwarding documents option for API.

    12 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  17. 12 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  18. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    12 votes

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  19. change orientation for uploaded template

    12 votes

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  20. 12 votes

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