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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5389 results found

  1. Drag and drop images straight onto the template

    8 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →
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  2. An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    An inbox or notification center for reviewing all documents with @name unresolved inline comment.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Automatically show of Signature box after clicking Next

    when you press Next and go to signature, the window to sign won't open (so you need press signature)

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    3 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  5. Mass update / Edit template Roles and emails assigned to roles in bulk

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  6. Grouped variables

    replace a particular variable from all my templates all at once

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. No. of Rejected Document will show up in Dash and in Reporting

    No. of Rejected Document will show up in Dash and in Reporting

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. To pull in a CRM field value as document value: populate Document Value from CRM integration

    Make Document.Value to populate from integration/API directly.

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Split lines on Zapier

    Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Cisco WebEx

    Integration with Cisco WebEx

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. About Send Document

    Create Subject and Message Based on User Role
    like I have two roles i need to send different message and subject

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  12. Password change notification.

    Password change notification.

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  13. TAGS are not pass over using Zapier

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Pull PD analytics back to HubSpot

    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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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  15. Reminders that can be sent to non-signers

    Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    10 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Mirror custom product orders from SFDC in Pricing Table

    Mirror custom product order when synced to PD Pricing table.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Collaborate on Content Library Items (inline commenting and chat on Content Library items)

    Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items

    9 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. have 2 price columns in one pricing table

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Send reminder from document view

    A button on the document board to easily send reminders

    4 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. make field multiple each other

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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