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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7425 results found

  1. Ability to move a document to a folder from collaborators end.

    1 vote

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

    5 votes

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  3. 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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  4. 2 votes

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  5. We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. SCORE CRM

    1 vote

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  7. collect payments with Tickets.com/ProVenue

    1 vote

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  8. collect payments with payonlineticket.com

    1 vote

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  9. Scorp CRM

    1 vote

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  10. 1 vote

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  11. Integration with ADP

    6 votes

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  12. 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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  13. remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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  14. Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.

    1 vote

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  15. Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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  16. Ability to disable the emails that are coming upon user invitation in SSO.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Ability to limit account users from creating tags.

    2 votes

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  18. 6 votes

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  19. create a report from the documents created per recipient

    15 votes

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    2 comments  ·  Other  ·  Admin →
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  20. For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.

    9 votes

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