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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. MS Dynamics GP

    I want to integrate with MS Dynamics GP

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Option to use workspace name and picture when sending a document

    Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Auto-Fill customer name with the name the recipient types in

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. View of pandadoc document on website for mobile device words are garbled

    When viewing a pandadoc on a mobile device (not through the pandadoc application) the words of a document become garbled. (coding for mobile web is not user friendly)

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  5. native text messaging

    native text messaging.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Cascade HR

    Have an integration with Cascade HR system

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Mass select documents using ctrl or shift

    it would be nice to be able to hold shift and select multiple documents at once

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Applying several filters to Documents list view at once

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. share via link for non-drafts documents in a mobile app

    Would like to share docs via links in other statuses except for draft in a mobile version

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Additional permissions/settings for document status

    Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  11. Ruller for design

    Ruller for blocks and images, so once you adjust it's size you can see exact size in pixels/mm/etc.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.

    a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Editing documents in Zendesk Sell

    PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. QRCode

    For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  15. Badge numbers iOS

    Please fix the bugging badge numbers on iOS. It’s impossible to reset them.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  16. Automatically remove users from PandaDoc

    Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Making documents created from a Hubspot Contact automatically inherit the Contact's name

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  18. Add audio to the document

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. ISO 9001 compliant

    ISO 9001.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  20. Transitioning from QuoteRoller

    It's not only an update:
    double the cost of our current solution quoteroller.com
    find time to implement it / project manage the implementation...
    lose all client history

    2 votes

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    0 comments  ·  Other  ·  Admin →
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