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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7484 results found

  1. Option for text block to spill over on another text block on the same page once theres no more room on the initial text block. same as 2 column layout in WORD

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  2. 2 votes

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  3. 2 votes

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  4. 2 votes

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  5. "We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"

    2 votes

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  6. continue approving document when there are suggestions made, keep it in suggestion mode

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  7. if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table

    2 votes

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  8. 2 votes

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  9. Well, there are quite a few limitations on the pricing table formatting
    possible to format the footer so that it has that yellow background?

    2 votes

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  10. 2 votes

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  11. prevent users from accessing old folders in catalog

    2 votes

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  12. When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.

    2 votes

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  13. 2 votes

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  14. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. 2 votes

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  16. Get image URL or a document attachment via Get document details call

    2 votes

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  17. Add Cybersource as payment integration

    2 votes

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  18. It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.

    2 votes

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  19. Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    2 votes

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  20. Integration with Dynafile

    2 votes

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