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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7027 results found

  1. Add default role to PandaDoc package for Microsoft Dynamics with access to the table "PandaDoc Tokens Mapping"

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Option for actual signature with transparent background

    Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field

    6 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  3. separate sandbox vs production webhooks

    way to control, limit, or identify when a webhook is being sent for a test document vs a production one

    9 votes

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    2 comments  ·  Integrations  ·  Admin →
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  4. Lawpay/Affinipay

    Lawpay is the most widely used payment gateway for lawfirms across the country.
    Note: Affinipay is the parent company

    11 votes

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    2 comments  ·  Integrations  ·  Admin →
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  5. archived delivery emails

    Have an archive of everyone that email was delivered to, so they can be downloaded.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. "From" section defaults to document sender, not the creator

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. zoom - Ability to change workspaces within Zoom/PandaDoc App

    Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. suggest edits available for other blocks besides text blocks

    How to make suggest edits available for other blocks besides text blocks?

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Conditional Sender logic

    Ability to change the name of the sender when the recipient receives the document

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. ability to enable quantity editing like in EV1

    ability to enable quantity editing like in EV1

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Option to add folder in the Inbox: move Inbox documents into folders

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  12. Possibility to insert attachments via the document chat

    Possibility to insert attachments via the document chat in any doc status

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. email address can be changed in the Android phone app

    To be able to change the email on account in the app

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  14. Conditional Content Based on Pages

    Ability to utilize smart content (placecholders, pre-selected content and conditional content) when content library items are based on pages, not blocks, so they can be inserted between pages, instead of placed ON a page.

    11 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  15. Marked-up approved changes to the doc

    To have suggested approved changes marked-up to double-check them later

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. Search by reference number (that is in the signature certificate)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. ability to copy and paste line items

    the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  18. Re-assign all fields all at once

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. QuickFee

    integration with QuickFee payment solution

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Disable document and signature forwarding by default

    10 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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