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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6454 results found

  1. Specifically, to try and prevent emails that look like spammer emails from using up Form entries when a Form is embedded on a website.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. attach a document from one deal to another in Pipedrive

    1 vote

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  3. Integration with Discord

    1 vote

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  4. 1 vote

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  5. When sending out an contract you now have the option to select nummer of days valid.

    more logical would be a good list like
    [ ] days before end of month
    [ ] days before end of next month
    [ ] days before end of this quarter

    Or more simple
    end of this month
    end of next month
    this quarter
    next quarter

    1 vote

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  6. 1 vote

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  7. It would be very helpful for integration with otther platforms if the document updated workflow would fire when a document is renamed in PandaDoc. We generate docs from templates, and the initial doc create events are populating the entries in our CRM, but the names are mostly out of date.

    1 vote

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  8. Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.

    1 vote

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  9. Salesforce (Decision) auto upload on document completions

    1 vote

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  10. 1 vote

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  11. Ability to capture recipient name together with signature field.

    1 vote

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  12. Have the document expiration date variable update in the document when document is edited at a later date.

    1 vote

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  13. Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.

    1 vote

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    • Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
    1 vote

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  14. For recipient - Ability to view all documents in one place.

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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