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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Link document to Hubspot deal via the mobile app

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Organize variables list in the order by how they filled or not filled

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  3. Kajabi

    Integration with Kajabi

    1 vote

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  4. ability to sort contacts on the order of when they are put in the system

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Collaborator can move a document to a folder

    Ability to move a document to a folder from collaborators end.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Documents created from a form should go to a root / general document list without a folder

    documents created from a form should go to a root fonder (instead of the specific folder)

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  7. Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    https://pandadoc.zendesk.com/agent/tickets/385842

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. SCORE CRM

    SCORE CRM

    1 vote

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  9. collect payments with Tickets.com/ProVenue

    collect payments with Tickets.com/ProVenue

    1 vote

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  10. Collect payments with payonlineticket.com

    collect payments with payonlineticket.com

    1 vote

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  11. Scorp CRM

    Scorp CRM

    1 vote

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  12. Hide signer names as well as field values

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. remove invite new user button at the top of the dashboard from Manager User Accounts

    remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Edit font when sending via link

    Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. AroFlo

    Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. The ability to remove a template from the quick access menu.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  17. WorkOrder Standard Object in Salesforce

    Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration

    1 vote

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  18. enforce users to use catalog items so they can not free text line items into price tables

    enforce users to use catalog items so they can not free text line items into price tables

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Add SecurePay as payment option

    Add SecurePay as payment option

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. Add custom validity to a signed document

    Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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