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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3897 results found

  1. Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  2. mobile app in Amazon app store

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  3. Ability to expand edit window for token

    1 vote

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  4. As an approver or signer I would like to have all action items in one place - in my Inbox. For now I see only CC and To sign items, while for approval items are in my email box only.

    The same applies to the mobile inbox. You can't find a document in the mobile application if you need to approve it. The only way is to find an email with the link which can land in spam or get lost among other emails.

    It also would be great to add a capability to send manual or automated reminders to…

    1 vote

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  5. Support Samsung Internet browser (mobile) for recipient's view

    1 vote

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  6. 1 vote

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  7. Integration with Loxo CRM

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. ability to copy links in bulk and not one at a time

    1 vote

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  11. 1 vote

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  12. 1 vote

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  13. Review the content of sent documents in Salesforce directly.

    1 vote

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  14. 1 vote

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    Idea  ·  0 comments  ·  Esign & Notary  ·  Admin →
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  15. 1 vote

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  16. Add products from pricing table to MoneyBird invoice via Zapier.

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  17. 0 votes

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