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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7017 results found

  1. Ability to set a default value of a space for custom variables?

    Ability to set a default value of a space for custom variables?

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Get(retrieve) document chat messages via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. ability to add two or more tokens to one merge field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. Smart Content to work with uploaded pages

    Smart Content to work with uploaded pages

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  5. Notification when the document draft is created

    Notification when the new document draft is created from the template

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  8. Sort Contacts by Company

    Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Group for View Only access

    a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Auto-populate contact role

    Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. search/filter/manage documents by SKU

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Add hyperlink into email footer

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Converting a form to a document

    Converting a form to a document

    • will allow the user to convert a form to document.
    12 votes

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    1 comment  ·  Forms  ·  Admin →
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  14. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Ability to auto save pdf in SFDC from expired status

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Allow pre assigned roles to be populated when pressing skip when creating a document

    3 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. improved collaborators feature: track changes

    show who and when edited a document. it would be great if we have a panel with document history with collaborators' edits

    7 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. API endpoint to send out documents via email

    It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. See the Document Record for all workspaces in Salesforce

    Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Mask Signature field value

    Option to have an invisible signature with the same encryption but no visual representation

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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