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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7481 results found

  1. Collaborator can move a document to a folder

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

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. White label email for reminders as well (not just initial email and expiration email)

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

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    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  ·  Integrations - HubSpot  ·  Admin →
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  4. The ability to prevent a download of the document until recipient makes the payment.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  5. Sequence number visible in Pipedrive integration document list

    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. Show deposit amount on a pricing table

    13 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. SCORE CRM

    SCORE CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. collect payments with Tickets.com/ProVenue

    collect payments with Tickets.com/ProVenue

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Collect payments with payonlineticket.com

    collect payments with payonlineticket.com

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Scorp CRM

    Scorp CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Hide signer names as well as field values

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. ADP

    Integration with ADP

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Fields & Contacts sync in app

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

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

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Edit font when sending via link

    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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    0 comments  ·  Content Editing & Design  ·  Admin →
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  16. AroFlo

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

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Ability to disable the emails that are coming upon user invitation in SSO.

    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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  18. Google Workspace

    Integrate Pandadoc with google Workspace

    15 votes

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    3 comments  ·  Integrations  ·  Admin →
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  19. Ability to limit account users from creating tags.

    Ability to limit account users from creating tags.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Ability to lock an entire page (all content blocks) within a document

    6 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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