65 results found

1. add a document value custom amount to the template on PandaDoc mobile app

   add a document value custom amount to the template on PandaDoc mobile app

   When I use a template on a mobile device to create a document, there seems to be no option to input the custom amount I wanted to collect for payment. On the web version I click the currency value top left, but I can't see this on the app

   https://pandadoc.zendesk.com/agent/tickets/430186

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Updated Dashboard (Home) for mobile app

   Option to have Home in mobile app

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Add tick boxes (checkboxes) on ipad / mobile

   At the moment there is no way to add tick boxes on the iPad version of PandaDocs. I appreciate that this is a toned down version of the full panda docs, but this is a really crucial thing and shouldn’t be difficult to implement.

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4. Option to "insert from catalogue" in the mobile app
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Add Shared with me folder for Templates to mobile app

   Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.

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6. Link document to Hubspot deal via the mobile app
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7. upload pictures directly from phone to Pandadoc

   upload pictures created with my phone (using the app)

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8. change password using Pandadoc mobile

   change password using Pandadoc mobile

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9. Editing options via Mobile app: editing panel (to pick up colour, font style) etc in mobile

   mobile app add more options to edit doc:
   there is no editing panel (to pick up colour, font style) etc in mobile

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10. Bulk assign all fields to a person on mobile app
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11. email address can be changed in the Android phone app

    To be able to change the email on account in the app

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Edit profile info in the mobile app

    The option for the client to have the same settings as the webapp in the moblie app.

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13. System Tokens Fill Automatically on Mobile Application

    Currently system tokens must be filled manually while using our mobile application.

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14. Create Documents in Mobile Application Without Assigning Roles
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15. completed date for mobile app

    could you please fix date to show completed date as of when it was completed on mobile complete overview and not the date it was created

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16. Change expiration date via mobile app

    Customer would like to be able to adjust the expiration date after the doc has been sent via the mobile the same way it can be done via the web app

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17. "Send as" in mobile app

    "Send as" in mobile app

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18. collect customer information at the point of sale

    collect customer information at the point of sale to be used in the creation of customer profiles and consequently in marketing

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19. Text formatting in a mobile app
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20. Web version for mobile

    Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).

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