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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7428 results found

  1. backdate approval

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  2. Add workspace user, but bill separately

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. 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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  4. negative margin in pdf

    Content with Negative Margins shows up in a pdf, instead of being absent.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Cisco WebEx

    Integration with Cisco WebEx

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. 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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  7. Password change notification.

    Password change notification.

    2 votes

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

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. 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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  10. Sliders

    Sliders to adjust tokens and documetn value

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. 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.

    8 votes

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    3 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. making corrections on signed document

    Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Send reminder from document view

    A button on the document board to easily send reminders

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  17. make field multiple each other

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Apply negative spacing to text

    Ability to apply negative spacing on text.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. Make an Attachment that will have the recipients open and acknowledge.

    Make an Attachment that will have the recipients open and acknowledge.

    3 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Scan for Automatic Renewal Date

    Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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