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124 results found

  1. Tie Approvals to Content Library Items

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  2. Close.io

    79 votes

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    13 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you for submitting your idea. We aren’t planning on building the integration with Close.io into our feature set at this point in time since it doesn’t fit into our current product roadmap. However, please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  3. A one-click sign all button

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 

  4. Flatten PDFs before the upload

    13 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminChristian Tobar (Admin, PandaDoc) commented  · 

    Came across support ticket
    it was pulling a text element from the uploaded PDF. Gave the customer an error that there
    was a text block and they were in eSign account.
    Resolution was to flatten using external tools.
    Please add this step to the upload process before uploading into PandaDoc to clean up

    AdminChristian Tobar (Admin, PandaDoc) supported this idea  · 
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