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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. Point form such as
    1.
    1.1
    1.2

    2.
    2.1
    2.2

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  2. Option to have no placeholder for fillable fields (leave blank)

    1 vote

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  3. Wanted more of an out of the box solution and will revisit this later this year. Requested we pull graphs from tableau for Reps to show audit results on site. Not within out limits.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Government firewalls are very strict and does not pass PD docs.

    1 vote

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  5. require AODA compliance

    1 vote

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  6. This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.

    We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.

    1 vote

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  7. automatically bold/italicize once the signing party inputs value

    1 vote

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  8. adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally

    1 vote

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  9. Allow to sync and import contacts from the mobile device

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Some clients may be working with slow/unreliable internet speeds and would rather have a fast loading, low-quality image render in the docs

    1 vote

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  11. Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.

    1 vote

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  12. Iintegration with Etapestry

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 1 vote

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  14. For example, be able to type .5 without having to type 0.5

    1 vote

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  15. Integrations with QB, Bomb bomb

    1 vote

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  16. 1 vote

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  17. CRA Canadian revenue association that requires special compliance

    1 vote

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  18. 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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  19. 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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  20. 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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