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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6888 results found

  1. Ability for PandaDoc to integrate with ACT CRM

    1 vote

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  2. The ability to export documents as CSV file not a zip file and the PDF version.

    17 votes

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  3. Ability to invite users in Mobile App

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  4. Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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  5. Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Access public documents by filling out the email address (not a form).

    1 vote

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  7. It would be great to be able to create approval workflows connected to Workspaces, instead of a template.

    This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.

    4 votes

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    1 comment  ·  Approvals  ·  Admin →
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  8. Glide Apps Integration

    1 vote

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  9. Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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  10. Automations based on Forms

    18 votes

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    2 comments  ·  Forms  ·  Admin →
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  11. I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.

    1 vote

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  12. The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
    Flow:
    Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract.

    2 votes

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  13. Feature to edit just the title of a document after its been completed.

    2 votes

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  14. Ability to save whole document/contracts instead of per page only.

    2 votes

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  15. Ability to add a custom field column in a Report (such as fields used with integrations)

    6 votes

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  16. Ability to add content library items on top of uploaded pages

    3 votes

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  17. when we move around the text it doesn't give us like the symbol that the text is in the middle of the page, there should be like a another line (horizontal) in the middle.

    1 vote

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  18. Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online

    1 vote

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  19. QR code directing to payment within a document

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  20. Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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