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7 results found

  1. Recipient verification via SMS: Advanced Electronic Signature for our documents (AES)

    38 votes

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    Early access  ·  3 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Veronica Carvalho commented  · 

    2 part validation process with a text sent to the signers phone

  2. Service Titan

    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Veronica Carvalho commented  · 

    They need to integrate into Service Titan and they don't have in-house developers.

  3. Pricing Table calculations: Excel Formulas.

    538 votes

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    55 comments  ·  Ideas to Improve PandaDoc » CPQ - Pricing Table  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – that is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it – it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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    Veronica Carvalho commented  · 

    need advanced macro equations, similar to excel

  4. Proprietary CRM

    2 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Veronica Carvalho commented  · 

    Integration with proprietary CRM

    Veronica Carvalho shared this idea  · 

  5. Quickbooks Desktop

    70 votes

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    10 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Being evaluated  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

    Hi, 

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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    Veronica Carvalho commented  · 

    Quickbooks desktop integration

  6. Contract Lifecycle Management (CLM)

    56 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there. Thank you so much for submitting your idea - we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next couple months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

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    Veronica Carvalho commented  · 

    just need to store and manage document

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    Veronica Carvalho commented  · 

    wanted to use PD as a filing system only

  7. SMS Notifications: Send link by SMS text built into software

    95 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Veronica Carvalho commented  · 

    they need to send docs via SMS