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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6536 results found

  1. BombBomb

    Integrations with QB, Bomb bomb

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. "Send as" in mobile app

    "Send as" in mobile app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  3. Repositioning page numbering in a generated PDF

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. CRA requires special compliance

    CRA Canadian revenue association that requires special compliance

    1 vote

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  5. 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

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  6. built in payments

    They are looking for a solution with payments built in

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  7. Allow phone numbers on the form pop up

    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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  8. Allow individuals outside the workspace and PandaDoc to be able to review documents (not approval workflow)

    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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  9. restrict uploads to certain users

    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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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Support Vidyard custom links to paste videos

    support vidyard custom links (available on the Enterprise plan)

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Granular permission to turn off commenting user by user or role by role

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Granular permission to view set users documents (not all or nothing)

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Linked Content / Content Version Management

    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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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  14. Dynamically pull images/field data from LogicGate program

    Dynamically pull images/field data from LogicGate program

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Pricing table payments improvement

    1 vote

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  16. The ability to autofill a field on a form, based on a choice in a pricing table? In other words, if I choose a product, can I fill in other

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. Context menu on pricing table

    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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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Assigning Sections of Document to Internal Team

    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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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  19. The ability to skip the assignment of the recipients with optional fields

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Remove card details field for users

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

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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