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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7060 results found

  1. 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
    0 comments  ·  Approvals  ·  Admin →
    How important is this to you?

  2. Email notification that the document has been received

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

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

    2 votes
    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Ability to add a phone number to a user's profile

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

    2 votes
    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Cin7

    The ability to integrate with Cin7 via API/ Native integration

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  6. box type text field

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

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

    2 votes
    0 comments  ·  Quote to Cash  ·  Admin →
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  8. [Zendesk Support] pull values using Lookup Relationships.

    2 votes
    1 comment  ·  Integrations  ·  Admin →
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  9. Import colors from Google

    Import colors from Google

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  10. PandaDoc module for BambooHR

    PandaDoc module for BambooHR

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  11. Option to upload a custom theme

    Ability to upload your own Custom Theme to the document.

    2 votes
    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Video Call with a Client

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

    2 votes
    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. 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
    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. View all automations (pagination)

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

    2 votes
    0 comments  ·  Automations  ·  Admin →
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  15. Recognize variables when uploading

    The ability for PandaDoc to recognize variables when uploading

    2 votes
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Edit templates and documents inside of Zoho CRM

    Ability to edit templates and documents inside of Zoho CRM

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  17. QuickBooks Inventory

    QuickBooks: ability to disable "New inventory in QB is created based on the PandaDoc document name (in case there is no existing product in QuickBooks using the exact document name)''

    2 votes
    0 comments  ·  Integrations  ·  Admin →
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  18. Variables: System variable to show the number of recipients

    2 votes
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Ability to download JPEG images from Collect files field

    We'd like to be able to download the JPEG images from the collect files field.

    2 votes
    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. PandaDoc API : Utilize CSV data

    PandaDoc API that can utilize the CSV data gathered when a form is completed

    2 votes
    1 comment  ·  API  ·  Admin →
    How important is this to you?
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