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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7241 results found

  1. Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Option to import JSON to create a template:
    I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.

    1 vote

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  3. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. Customer would like to a notification that recipient has receive the document

    2 votes

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  5. This would help our Team cut down time from updating our residents information by automatically updating our Residents info into our specific selected google sheet. Each of our communities have their own Residents Master List Google Sheet. : )

    3 votes

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    2 comments  ·  Forms  ·  Admin →
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  6. Pandadoc X Monday.com

    On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  7. duplicate conditional fields with rules across all pages

    2 votes

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  8. Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    4 votes

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  9. Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.

    1 vote

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  10. 1 vote

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  11. SherpaDesk integration

    1 vote

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  12. face verification/identification similar to recipient verification

    6 votes

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    0 comments  ·  Other  ·  Admin →
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    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!

  13. Ability to send documents with unresolved suggestions.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Receive an email or text if there are new implemented feature changes/updates.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  15. 1 vote

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  16. Ability to shrink content blocks even more

    4 votes

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  17. Automatically pre-assign a template role with the contact owner email from HubSpot

    1 vote

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  18. Ability for PandaDoc to integrate with ACT CRM

    1 vote

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  19. Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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  20. Access public documents by filling out the email address (not a form).

    1 vote

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