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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7425 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. Add audio to the document

    2 votes

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

    ISO 9001.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  12. 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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  13. Pull pipedrive revenue

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. move the value of price/amount on the pricing table

    move the value of price/amount on the pricing table

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  15. Show that the recipient used password in the Audit trail

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. email with high priority

    Would like to be able to send emails with high priority.

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  17. Ability to download PDFs with all the pictures in the document!

    I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  18. Dark mode for Teams

    Seem like you've overlooked styling for dark mode in the Teams integration. Just been trying it out today, but the display could really do with some attention as shown in the screenshot attached.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  19. 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

    2 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  20. change page type

    Ability to change the page type after the page has been created and items have been added

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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