5384 results found
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Asana
As an Operations Manager, PandaDoc and Asana both help organize and further business. Integration with Asana would be a mutually beneficial partnership as users can keep their workspace in one platform while also utilizing PandaDoc within that platform. Please consider this as a viable tool!
4 votesValeryia Baranava responded
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Refresh Pricing table and Data with MS Dynamics
Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.
4 votes -
An inbox or notification center for reviewing all documents with @name unresolved inline comment.
An inbox or notification center for reviewing all documents with @name unresolved inline comment.
4 votes -
Send reminder from document view
A button on the document board to easily send reminders
4 votes -
Document analytics for content blocks - marketing
Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.
4 votes -
No need to assign a specific payer/payers on a document
Anyone with access to the document can pay an assigned amount
No need to specify the payer's email address4 votes -
send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
4 votes -
Upload pdf within content blocks
Would like to upload a “pdf” in the middle of content blocks
4 votes -
Personalize/Change the Form Web Link that is shared
customize the words of the form link
4 votes -
Only pay for Forms that are completed vs generated/started
Only pay for Forms that are completed vs generated/started
4 votes -
Paylocity
Be able to integrate with Paylocity. Would like to automatically download a completed PDF and upload it to the employee file in Paylocity.
4 votes -
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
4 votes -
4 votes
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Lock users from changing expiration dates
Lock users from being able to change the default expiration date on documents
4 votes -
Resize content blocks when an image is resized.
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 -
4 votes
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connect different channels in MS Teams to different workspaces in Pandadoc
connect different channels in MS Teams to different workspaces in Pandadoc
4 votes -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
4 votes -
Quickly switch between multiple taxes for different regions
when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.
4 votes -
attachment location
Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.
4 votes
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