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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6883 results found

  1. Create a Pandadoc Document from the Accounts Panel in Freshworks CRM.

    It would be nice to have an ability to create a Pandadoc Document from the Accounts Panel in Freshworks CRM. Currently it is available in Deals Section only.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  2. Waiting For Signature notification

    alert the creator of a document that it is still waiting for a signature after like 48 hours

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Tokens cross-object population for Freshsales

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. ability to have a free admin user within an account (for managerial purposes only)

    2 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. change the icon for each contract that is uploaded

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Option to disable change status of documents for non admins roles

    Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Salesforce Contract records

    When a Panda Doc file is created from an Opportunity record, create SFDC Contract

    2 votes

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  8. Create a Content Library Item from a Sent Document

    Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. Custom Permissions for adding tags

    Add a custom role permission to be able to create tags, so admins can determine who can add tags to documents.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Sync Collect files field with Dropbox

    Sync Collect Files field in Dropbox

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. cutomize/modify catalog items in the csv file

    add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. recipient comments on a document. click "view in document" to take you directly to the comment in the document

    When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
    https://share.getcloudapp.com/7Kuq6LDp

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Profile (Intuit tax software)

    Integration with Profile, intuit tax software

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Ability to organize the Smart content into folders.

    Ability to organize the Smart content into folders.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Reorder rows in a pricing table: a way to adjust the subtotal to show the price qty before tax.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  16. Most recent documents at the top first in Salesforce

    if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. modify the document sent message view

    If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  18. contract risk analysis using AI

    contract risk analysis using AI

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  19. smart content lock

    smart content block option unavailability for content library.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. SDK

    Please update create Document function in the SDK to accept binary PDF (not url).

    2 votes

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