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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7067 results found

  1. Option to have a button navigation in a middle of the page

    1 vote

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  2. Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.

    1 vote

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  4. Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box

    1 vote

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  5. The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. Update a document with values from PipeDrive after the document has been sent

    1 vote

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  10. The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.

    1 vote

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  11. Increase limit of 50 recipient

    1 vote

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  12. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.

    1 vote

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  14. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. It would be helpful for cross team collaboration to have GreytHR integration

    1 vote

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  16. 1 vote

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  17. Ability to use keyboard shortcuts to navigate the Quote builder

    1 vote

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  18. Integration with Microsoft Azure

    1 vote

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  19. It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. Option to make fillable text field only stretch to the perimeters of the table cell

    1 vote

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