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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7016 results found

  1. Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).

    2 votes

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  2. Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    30 votes

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    5 comments  ·  Approvals  ·  Admin →
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  3. Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    1 vote

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  4. 3 votes

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  5. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  6. ability to disable PandaDoc module in Hubspot object so that users select the one and only correct object in Hubspot to create documents

    3 votes

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  7. 1 vote

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  8. Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    4 votes

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  9. integration with FreshDesk

    3 votes

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  10. Option to add recipient even the document status is completed

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Integration with Dynafile

    2 votes

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  12. Goal: Drive better adoption
    Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce

    1 vote

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  13. The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.

    1 vote

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  14. Dynamic tables/ is there a variable for table? where in I can specify number of rows and columns

    3 votes

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  15. saved message language, how can I change that to Dutch?

    1 vote

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  16. 5 votes

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  17. 3 votes

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  18. Mobile/Web App will be able to complete a document when there are internet interruptions.

    1 vote

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  19. 9 votes

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  20. 3 votes

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    0 comments  ·  Automations  ·  Admin →
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