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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7574 results found

  1. Zoho CRM Tokens button

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. See which document a duplicate came from

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Option to resize logo

    An ability to resize logo for the recipient's view

    11 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  4. Ability to export items and images from the catalogue into folder

    Ability to export items from the catalogue

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. edit sent documents via mobile app

    edit sent documents via mobile app

    16 votes

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    2 comments  ·  Mobile  ·  Admin →
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  6. add products to document via Zoom

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Link documents to MS Dynamics CRM objects.

    Link creation with MS Dynamics.

    7 votes

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    3 comments  ·  Integrations  ·  Admin →
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  8. Conditional logic for currencies in Catalog <> Pricing table

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Change the signer in multiple contracts all at once

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. See if a recipient enabled or disabled cookies (analytics, etc.)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. ability to see the line subtotal for 1 product (if there are more in 1)

    ability to see the line subtotal for 1 product (if there are more in 1 in qty column)

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Download document and present locally without PDF (not to rely on internet for presentations)

    WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. inline comments: comment on a cell, text box, or section

    would like to highlight a cell in a table, text box, or section -currently highlights the entire section and bring the notified person directly to the highlighted section

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Disable local password for certain email domains

    I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.

    This is a simpler configuration option than setting up Google as a SAML IdP.

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  15. QR code for documents

    Custom QR code to our documents for recipients to use.

    14 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. keep library items in new document with transfer data to feature

    keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. edit bullet colours apart from text

    should be possible to create red bullets and have black text following?

    4 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  18. Margins in the theme section

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. design - Magazine layout for pages

    They use Publisher to design documents in a magazine style. Having this feature would simplify their workflow by building and sending within Pandadoc.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Use your bank for ACH

    Is there a way to accept ACH payments using our bank via PandaDoc? I don't want to use stripe

    4 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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