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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7370 results found

  1. JazzHR

    Integration with JazzHR

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Send document download to other party

    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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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. We need to customize the completed document when downloaded it can be with or without footer

    We need to customize the completed document when downloaded it can be with or without footer

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Fontawesome icons

    Ability to add the Fontawesome icons to documents/template

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. separate view for company details

    Should be a separate tab with my company info, name and VAT number
    in settings there is not a section for my company at all

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Allow reporting to be viewed by all members of team

    Add an option so that all members of the workspace (not just managers) can access reporting.

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Only checked items in Pricing table to be passed to Xero invoice (Zapier)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. eForms external link

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  9. Reduce steps to "Upload New Document" after the first one.

    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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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Option to download signed doc as JPEG

    Option to download signed doc as JPEG

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  11. Remove 'Sent' from Version History for Approved Documents

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  12. Singapore Localization

    1 vote

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  13. ITAR Compliance

    1 vote

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  14. Daylite CRM

    Native integration with Daylite CRM

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Alert when the document's name already exist on the account

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

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Text field with point forms

    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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  17. No placeholders by default for text fields

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

    1 vote

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Pull graphs from Tableau

    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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  19. Firewall

    Government firewalls are very strict and does not pass PD docs.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. AODA compliance

    require AODA compliance

    1 vote

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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