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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6819 results found

  1. Integration with JazzHR

    1 vote

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  2. A feature to add users who may need to download a completed document that aren't in the signing or sender parties.

    1 vote

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  3. Ability to add the Fontawesome icons to documents/template

    1 vote

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  4. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
    I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.

    1 vote

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  6. Option to download signed doc as JPEG

    1 vote

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  7. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  8. Native integration with Daylite CRM

    1 vote

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  9. system to detect that a quote name already exists, so it gives us an alert or something

    1 vote

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  10. 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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  11. Option to have no placeholder for fillable fields (leave blank)

    1 vote

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  12. 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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  13. automatically bold/italicize once the signing party inputs value

    1 vote

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

    1 vote

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  15. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. 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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  17. 1 vote

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  18. 1 vote

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  19. 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
    1. you have a partners logo pdf on Box.Net
    2. this is linked in all the templates you want it to be shown
    3. if…

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  20. 1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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