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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. Vaultre CRM

    To be able to integrate with CRM VAULTRE or have an option via Zapier,

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Ability to edit the passcode when document is in completed status

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    Ability to create a batch of documents on the fly while creating a document through HubSpot.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. create a barcode based on the entered value

    create a barcode based on the entered value

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Automatically change document version number when updated after sending

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. Ability to switch between logo themes on multiple templates for accommodating branding

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  7. Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing

    Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Automatically send the documents after renewal

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. ItsMe

    Integration with Itsme

    1 vote

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  10. Get(retrieve) document chat messages via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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  12. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. search/filter/manage documents by SKU

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Ability to auto save pdf in SFDC from expired status

    1 vote

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  16. API endpoint to send out documents via email

    It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. See the Document Record for all workspaces in Salesforce

    Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Round document value/document.value variable

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Edit size of image when added to table

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. To have an ablity to disconnect pandadoc documents created in Hubspot Contact

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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