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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6206 results found

  1. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. CRA Canadian revenue association that requires special compliance

    1 vote

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

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  4. They are looking for a solution with payments built in

    1 vote

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  5. Allow phone numbers in the pop up that appears when a form is opened

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  6. For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  7. restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

    1 vote

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  8. support vidyard custom links (available on the Enterprise plan)

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. Its great to have the file upload option form online storage.

    As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.

    This would save users time transferring files and PandaDoc paying for additional storage capacity.
    It could also allow for content versions to be managed externally.
    For example

    you have a partners logo pdf on Box.Net

    this is linked in all the templates you want it to be shown

    if you change partners

    1 vote

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  12. Dynamically pull images/field data from LogicGate program

    1 vote

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  13. 1 vote

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  14. 1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  15. Trying to get to the context menu for an individual row in a pricing table (shown in attached screenshot) is unreliable and frustrating. The arrow only appears on hover, but not instantly and not every time. I need to click in and out of the row, hover my cursor on and off the field multiple times before I get the arrow to appear. Since this is the only way to access essential features like deleting a row or enabling an optional item, this arrow should be permanently visible, not just sporadically on hover.

    1 vote

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  16. Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.

    1 vote

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  17. 1 vote

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  18. Have the option to remove/hide card details field for users to add to docs.

    1 vote

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  19. Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.

    1 vote

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  20. Toast Restaurant POS integration

    1 vote

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