7266 results found

1. Automatically remove users from PandaDoc

   Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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2. Making documents created from a Hubspot Contact automatically inherit the Contact's name
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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Add audio to the document
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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. ISO 9001 compliant

   ISO 9001.

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   0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. 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

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. Pull pipedrive revenue
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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. move the value of price/amount on the pricing table

   move the value of price/amount on the pricing table

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   1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Show that the recipient used password in the Audit trail
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   Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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9. email with high priority

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

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   Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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10. 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.

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. 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.

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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12. 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

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    Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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13. In-depth document reporting

    More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. change page type

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

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15. Wolters - Kluwer (CCH) CRM

    wolters - kluwer (CCH) crm integration

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16. Salesforce communities

    integration with SF communities

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17. Proprietary CRM

    Integration with proprietary CRM

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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18. Attachments from Hubspot

    The ability to decide which attachments are brought into PandaDoc from Hubspot using the integration

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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19. "Send as" in mobile app

    "Send as" in mobile app

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    Idea  ·  0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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20. ACPR Compliant

    ACPR (Autorité de Contrôle Prudentiel et de Résolution (ACPR) is the independent administrative authority responsible for monitoring the conduct of financial institutions in France. Apparently in this case it determined that PD security solution is not strong enough

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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