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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 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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  3. Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. 1 vote

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  5. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  6. Name Column 1 Column 2
    Product 1 + -
    Product 2 - +
    Product 3 + +

    1 vote

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  7. 1 vote

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  8. Make sure uploaded images to the collect files field are clear/not blurry and easy to read. Use case: If recipient uploads a QR code, if it's too blurry the customer cannot use the image that was uploaded.

    1 vote

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  9. 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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  10. The ability for a recipient to click "video contact", to contact the sender if they have questions on filling out the document. Use case: HR onboarding documents.

    1 vote

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  11. 1 vote

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    0 comments  ·  Payments  ·  Admin →
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  12. 1 vote

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  13. 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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  14. 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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  15. 1 vote

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  16. To be more specific, right now the headers are on the top of the document and horizontal. This feature request is to have them be vertical on the left side of the pricing table.

    1 vote

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  17. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  18. 1 vote

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  19. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. 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.

    1 vote

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