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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. 1 vote

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  3. Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. Recognizing line form in PDF (when you have a questionary with simple rows in a table) and assigning field automatically (Ev2).

    1 vote

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  7. auto-refresh editor after clicking 'finish' when sending a document to yourself

    1 vote

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  8. An icon or flag that will appear next to the document status when viewing the document list to be notified when new comments have been posted.

    1 vote

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  9. write back document status in a list view in dynamics

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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

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  14. 1 vote

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  15. 1 vote

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  16. Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. mobile app in Amazon app store

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  18. Ability to expand edit window for token

    1 vote

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  19. As an approver or signer I would like to have all action items in one place - in my Inbox. For now I see only CC and To sign items, while for approval items are in my email box only.

    The same applies to the mobile inbox. You can't find a document in the mobile application if you need to approve it. The only way is to find an email with the link which can land in spam or get lost among other emails.

    It also would be great to add a capability to send manual or automated reminders to…

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  20. Support Samsung Internet browser (mobile) for recipient's view

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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