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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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188 results found

  1. Assign a Pricing catalogue to be used with a particular template.

    1 vote

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  2. Zapier automation that notifies when someone leaves message in chat

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  3. Option to set up the automation to save PDF to a folder like Desktop on your local PC

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  4. 1 vote

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  5. Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    https://pandadoc.zendesk.com/agent/tickets/385842

    1 vote

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  6. Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. For example, the description text comes in grey automatically -- and the client would like the color to be black automatically instead of having to change it in each document.

    1 vote

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  10. Option to edit a document that will take effect on all sent documents.

    • will allow the user to edit specific document that will also take effect on same sent docuiments
    1 vote

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  11. 1 vote

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  12. Use smart content to generate a bundle documents
    ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.

    ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
    if product A selected (data security terms, product description, agreement)

    1 vote

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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. 1 vote

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  17. 1 vote

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  18. Clicks a button or makes a selection on a drop-down, then that form gets sent to the selected person.

    1 vote

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  19. 1 vote

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  20. I want when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details. how to do that

    1 vote

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