Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. 1 vote

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  4. 2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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  5. 1 vote

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  6. paperform native integration: pull data from new submission to the doc

    1 vote

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  7. pass data from contact to PandaDoc, update the status of the status of the opp once the contract is signed

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. Option to resize the workspace icon

    1 vote

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  13. Would like to be able to tag an email as "Urgent" when sending for signing.

    1 vote

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  14. When you open a document, to have the red color for the orb of the person, who hasn't signed, and the green color for the orb of the person, who has signed so that you don't have to click on each recipient every time

    1 vote

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  15. Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    1 vote

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  19. 1 vote

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  20. 1 vote

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    Merged  ·  0 comments  ·  Other  ·  Admin →
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