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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7256 results found

  1. Disable removing recipients in CC

    Option to disable removing recipients in CC, always keep recipient in CC

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  2. Custom role ability to create automations

    Custom roles: Ability to create automations without accessing the WS docs.

    Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.

    6 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Request for Member Users' Document Visibility in HubSpot

    Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Including Bundle Item Prices in Quote Builder Subtotal

    The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  6. Saved Messages in Bulk Send

    Ability to pull the saved messages in bulk send feature

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Exclusive Folder Sharing Capability for Specific Users

    Customer would like to have an option to share folder containing document to a specific user only

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  8. Click Up CRM for automation

    It would be wonderful if click-up were a CRM automation possibility.

    https://clickup.com/?utm_source=bing&utm_medium=cpc&utm_campaign=bgs_cpc_amusa_nnc_brand_trial_all-devices_troas_lp_x_all-departments_x_brand&utm_content=all-countries_kw-target_text_all-industries_all-features_all-use-cases_clickup_exact&utm_term=e_clickup&utm_creative=_BrandChampion-03072023_rsa&utm_custom1=&utm_custom2=&msclkid=e9c43e7b88d2151e64ed5b067dc976e0

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  9. Update info on fields from their templates

    Customer would like to post information on the fields from their custom CRM to the templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. update the auto-snapping feature

    The autosnapping is not helpful and actually quite frustrating.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  11. Remove promotional window as a default workspace option

    Remove promotional banner as a default option in the settings

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. filter PandaDoc statuses in Salesforce

    filter PandaDoc statuses in Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Two separate accounts connected to one Salesforce instance

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Native Video Recorder in Pandadoc

    A way to record a video within the PandaDoc platform and make it available to the customer including the offer.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Recipient can resize a field

    If the text input is long, the recipient should be able to resize the field based on the input

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  16. Forward the document for signature from the new sender

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. automatically place fillable fields

    automatically place fillable fields in documents and templates without drag and drop option

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. automatically place fillable fields

    automatically place fillable fields in documents and templates without drag and drop option

    3 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  19. Bundle Forms

    Option to bundle Forms

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  20. Add endpoint to share templates via API

    Add endpoint to share templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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