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7 results found

  1. [Lister] Search documents by text

    16 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Veronica Carvalho commented  · 

    rich text search

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

    31 votes

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    Beta  ·  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

  3. Pricing Table calculations: Excel Formulas.

    430 votes

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    Idea  ·  37 comments  ·  Ideas to Improve PandaDoc » CPQ — Pricing Table & Catalog  ·  Admin →
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    Veronica Carvalho commented  · 

    need advanced macro equations, similar to excel

  4. Integration with proprietary CRM

    2 votes

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

    Integration with proprietary CRM

    Veronica Carvalho shared this idea  · 

  5. Quickbooks Desktop Integration

    64 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    Veronica Carvalho commented  · 

    Quickbooks desktop integration

  6. Contract Lifecycle Management (CLM)

    49 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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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

    58 votes

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    Idea  ·  8 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Veronica Carvalho commented  · 

    they need to send docs via SMS