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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7355 results found

  1. remove invite new user button at the top of the dashboard from Manager User Accounts

    remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Edit font when sending via link

    Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. AroFlo

    Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. The ability to remove a template from the quick access menu.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. WorkOrder Standard Object in Salesforce

    Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. enforce users to use catalog items so they can not free text line items into price tables

    enforce users to use catalog items so they can not free text line items into price tables

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Add SecurePay as payment option

    Add SecurePay as payment option

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Font color of pricing table optional items

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Radio Buttons - move using arrow keys

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. cryptocurrency pricing options

    Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. create a pricing table with rows from scratch using the API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. Borders Overlapping Images in PDF

    When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  14. Different permissions for collaborators for the specific document's parts

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. send changes for approval - collaborators feature

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. Ability to put a checkmark in the pricing table next to the line item in a related column.

    Name Column 1 Column 2
    Product 1 + -
    Product 2 - +
    Product 3 + +

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Verbal signature

    We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.

    NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.

    "Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Connect with Easy Pay Direct merchant account to collect payments from recipients

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  19. Radio Select multiple Sections in pricing table

    Can we create several sections, then allow the user to radio select which section they wish. This would allow us to itemise different scope of works, and the user to select which overall scope (with several line items in each) they wanted.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Ability to check which of the documents have files attached via "collect files" field.

    Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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