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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7095 results found

  1. Approval workflow based on workspaces

    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.

    5 votes

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    1 comment  ·  Approvals  ·  Admin →
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  2. Glide Apps

    Glide Apps Integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Ability to choose which recipients receive signature certificate

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

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. Automations based on Forms

    Automations based on Forms

    18 votes

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    2 comments  ·  Forms  ·  Admin →
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  5. Admin: Remove temporary block for team member entering password incorrectly

    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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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  6. Chat function integration w/ Hubspot

    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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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. Ability to edit document title after its been completed

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

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Content Library - Ability to save whole document

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

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. Ability to add a custom field column in a Report (such as fields used with integrations)

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

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  10. Ability to add content library items on top of uploaded pages

    Ability to add content library items on top of uploaded pages

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Horizontal line indicating that the block is in the middle of the page.

    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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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Connect catalog in Quickbooks Online to PandaDoc

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

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. QR code directing to payment within a document

    QR code directing to payment within a document

    1 vote

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    0 comments  ·  Quote to Cash  ·  Admin →
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  14. Markate CRM

    Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. Payoneer Integration

    I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

    Here are some key benefits of integrating Payoneer with Pandadoc:

    Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

    Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…

    8 votes

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    2 comments  ·  Integrations  ·  Admin →
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  16. Sign all signature fields separately (without automatic filling with the previous signature field's value).

    Sign all signature fields separately (without automatic filling with the previous signature field's value).

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. [Quote Builder] Add variable in quantity column

    place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Mass update auto numbering sequence

    Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. Upload Documents to Rooms

    Ability to let Recipients upload documents to a Room

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
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  20. Enable document forwarding when using recipient verification

    Option to use document forwarding when the recipient verification is enabled

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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