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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7252 results found

  1. A client has to create a signed ballot, would like to implement a rule to limit the number of checkboxes a user fills out

    1 vote

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  2. It would be more helpful if only the ones that needed to be signed shows in the inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.

    Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.

    1 vote

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  4. Group users by country or custom property for billing and then report on those segments

    1 vote

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  5. Option to autofill signature if it was captured on another platform (for example, if the signature was captured in the lead in GoHighLevel)

    1 vote

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  6. Option to send a PandaDoc document when a new lead in generated in Pipedrive

    1 vote

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  7. Option to import JSON to create a template:
    I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.

    1 vote

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  8. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.

    1 vote

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  10. 1 vote

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  11. SherpaDesk integration

    1 vote

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  12. Automatically pre-assign a template role with the contact owner email from HubSpot

    1 vote

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  13. Ability for PandaDoc to integrate with ACT CRM

    1 vote

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  14. Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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  15. Access public documents by filling out the email address (not a form).

    1 vote

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  16. Glide Apps Integration

    1 vote

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  17. I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.

    1 vote

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  18. when we move around the text it doesn't give us like the symbol that the text is in the middle of the page, there should be like a another line (horizontal) in the middle.

    1 vote

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  19. Option to automatically update the Catalog in PandaDoc if product price, description, etc is changed in QB Online

    1 vote

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  20. QR code directing to payment within a document

    1 vote

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