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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7017 results found

  1. 6 votes

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  2. We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. dynamically populate images on the document level from the "collect files" field

    6 votes

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  4. An integration with the creative app Milanote, allowing for documents to be shared into the Milanote app such that they're dynamic (ie. when you click on the document it takes you through to PandaDoc).

    1 vote

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  5. Content on one webpage is one page in the PDF file, it is not splitting for two or more pages

    https://pandadoc.zendesk.com/agent/tickets/369729

    3 votes

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  6. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. 1 vote

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  8. 11 votes

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  9. Option for fileds to have spaces to accomodate government ID numbers.

    2 votes

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  10. Allow users to move products up and down the pricing table by clicking an UP or Down arrow

    2 votes

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  11. Be able to hide the person's name assigned to roles within forms from other signers.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. 1 vote

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  13. 4 votes

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  14. 1 vote

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  15. 1 vote

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  16. The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. "My Signature" tab should be available in the Free eSign plan where the uploaded signature in the Personal info settings appears under this tab to automatically input the signature in the document.
    From: info@steuern-schuster.de

    1 vote

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  18. Option for the Sender of the form to receive notification once it is completed, or set an email to receive notification from forms

    18 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.

    1 vote

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  20. 6 votes

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