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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7089 results found

  1. Support ticket requests in app to cc admins for visibility and notifications by workspace

    support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?

    I'd prefer to have our IT department to supervise support requests and admins to have visibility.

    The only way is to CC them in a reply to the emailed ticket.

    Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Auto-populate fields with Pipedrive data via API after linking to a deal.

    Auto-populate fields with Pipedrive data via API after linking to a deal:
    I am generating a document via API from a template, and linking the document to a pipedrive deal. However, the pipedrive merge fields in the template do not populate with the data from pipedrive. How do I get the data to autopopulate by linking the deal without having to pass each field to the template via the API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  3. PandaDoc <> Insightly: pre-assign the recipient

    I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. HubSpot automation: when a meeting is booked, a PandaDoc document is sent

    When a meeting is booked in Hubspot, a PandaDoc document is automatically sent

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. 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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  6. 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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  7. 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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  8. 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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  9. [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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  10. Send a reminder for a user to accept an invitation to join workspace

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Recipient Groups in Forms

    We would like to use recipient groups in Forms. Currently, they are only available on documents.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. Option on Approval workflow to send the link via text message or WhatsApp

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. Notify sender about documents that are left unsigned

    Set notification for senders when a document has not been signed after X number of days.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Override MS Dynamics date variable settings with PandaDoc date settings

    Override MS Dynamics date variable settings with PandaDoc date settings

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. Report showing failed documents by workspace and user

    For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  16. The option to split payment between recipients.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  17. Automations for Salesforce CPQ

    Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  18. pre-select item in quotes and lock it so that the customers won't be able to edit it

    Pre-select the product for the client in quotes and lock it so that they cannot edit it.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. 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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  20. 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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