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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7142 results found

  1. The option for the client to have the same settings as the webapp in the moblie app.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  2. 1 vote

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  3. Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.

    5 votes

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  4. 1 vote

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  5. 28 votes

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  6. Lock users from being able to change the default expiration date on documents

    4 votes

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  7. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.

    5 votes

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  9. Currently, when you resize an image, you end up with excess spacing on the sides of the image. The content block is not resizing with the image resize. Also the ability to use spacers to help resize images would be nice.

    4 votes

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  10. Allow for multiple images to be added to an image gallery like Squarespace where you can format select multiple formatting types. This will keep images spaced equally.

    5 votes

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  11. Jira integration

    4 votes

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  12. Have a content block for dropping a line in between other blocks

    21 votes

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  13. It would be awesome if we could have hidden fields to be shown after a document was signed. I was imagining having a "notes" section where the sales person could get specifics for each line item so there can be an easier hand off from the salesperson to the project management team. Currently once the document is signed the hidden field cannot be unhidden. I could also see a world when you download the copy of the doc if you had the option to download it "unhidden" as well.

    7 votes

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  14. Far preferred when Send button was on the Right Hand side

    1 vote

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  15. 2 votes

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  16. support of customized wistia links that do not include wistia.com in the end

    2 votes

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  17. 2 votes

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  18. I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. It would be great to have an option to export my content library

    14 votes

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  20. Integration with Zoho Inventory

    3 votes

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