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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6931 results found

  1. 8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    8 votes

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  3. when using Upload PDF to create PandaDoc via API.

    if pdf fails to process we should return useful errors.

    8 votes

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  4. Integration with Capsule CRM

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    8 votes

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  6. When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    8 votes

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  7. The option to delete Timeline on the Dashboard.

    8 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  8. Integration with MailChimp

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. 8 votes

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  10. It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  11. integration with Autotask

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 8 votes

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  13. Route CRM generated documents into PandaDoc folders

    8 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  14. Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
    Is there another way to achieve this goal if the Upload Field is not the way to do it?

    8 votes

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  16. Integration with InfusionSoft / Keap

    8 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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  18. User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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  19. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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  20. 8 votes

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