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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6306 results found

  1. 4 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.

    4 votes

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  3. 2 votes

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  4. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  5. 1 vote

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  6. Integration with Kajabi

    1 vote

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  7. Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity

    7 votes

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  8. Availability to add sub products
    for example PRODUCT A, needs to have PRODUCT A.1, PRODUCT A.2 etc

    5 votes

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  9. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. Ability to move a document to a folder from collaborators end.

    1 vote

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  11. White label email for reminders as well (not just initial email and expiration email)

    5 votes

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  12. 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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    0 comments  ·  Automations  ·  Admin →
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  13. 2 votes

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    0 comments  ·  Payments  ·  Admin →
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  14. When a signer is assigned fields in a document, in the recipients list that recipient changes from the grey 'CC' to a red 'Signer'. Looking for the ability to change the color and use multiple colors there.

    2 votes

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  15. SCORE CRM

    1 vote

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  16. Scorp CRM

    1 vote

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  17. 1 vote

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  18. Ability to create multiple heading styles in a template

    7 votes

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  19. I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Would like to set permissions (create inside, move, delete) for individual folders (including root folder).

    45 votes

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