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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6879 results found

  1. Conditional rule based on the initial field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Option to enable multiline via API / Make

    • Will allow the user to enable multiline text in API or Make
    2 votes

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    0 comments  ·  API  ·  Admin →
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  3. Conditional Fields - only show certain drop-down options for another field

    Conditional Fields - only show certain drop-down options for another field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Option to get the links of all documents created when downloading in CSV file

    • option for the user to get the link of all of the created document via downloading it in csv
    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Expand scope of condition for approvals beyond document value etc

    Expand scope of condition for approvals beyond document value, quote or pricing.

    For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  6. System for Cross-domain Identity Management (SCIM) via okta

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  7. Email notification that the document has been received

    Customer would like to a notification that recipient has receive the document

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Change the text on volume-based labels

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. Ability to add a phone number to a user's profile

    Ability to add a phone number to a user's profile

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Cin7

    The ability to integrate with Cin7 via API/ Native integration

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. box type text field

    box type text field - for 1 letter or 1 digit only

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Estimate the payment terms for payer within Quickbooks app for Pandadoc

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  13. [Zendesk Support] pull values using Lookup Relationships.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Import colors from Google

    Import colors from Google

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. PandaDoc module for BambooHR

    PandaDoc module for BambooHR

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Option to upload a custom theme

    Ability to upload your own Custom Theme to the document.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Video Call with a Client

    We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Radio buttons populate same table section with fields assigned

    radio buttons populate same table section with fields assigned

    example: HR page for previous employer. If the radio button is selected as "yes" for previous employer, it will populate the same table with the assigned fields
    https://share.zight.com/4guRr56O

    Benefit of this feature would be useful to all HR use cases

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. View all automations (pagination)

    currently, can only view 100 automations, ,pagination is one good idea to view all automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. Fillquick

    Integrate with Fillquick

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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