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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6273 results found

  1. Chat function integration w/ Hubspot

    The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
    Flow:
    Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Content Library - Ability to save whole document

    Ability to save whole document/contracts instead of per page only.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Markate CRM

    Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Send a reminder for a user to accept an invitation to join workspace

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Recipient Groups in Forms

    We would like to use recipient groups in Forms. Currently, they are only available on documents.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Option on Approval workflow to send the link via text message or WhatsApp

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  7. The option to split payment between recipients.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  8. pre-select item in quotes and lock it so that the customers won't be able to edit it

    Pre-select the product for the client in quotes and lock it so that they cannot edit it.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Including Bundle Item Prices in Quote Builder Subtotal

    The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Click Up CRM for automation

    It would be wonderful if click-up were a CRM automation possibility.

    https://clickup.com/?utm_source=bing&utm_medium=cpc&utm_campaign=bgs_cpc_amusa_nnc_brand_trial_all-devices_troas_lp_x_all-departments_x_brand&utm_content=all-countries_kw-target_text_all-industries_all-features_all-use-cases_clickup_exact&utm_term=e_clickup&utm_creative=_BrandChampion-03072023_rsa&utm_custom1=&utm_custom2=&msclkid=e9c43e7b88d2151e64ed5b067dc976e0

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Remove promotional window as a default workspace option

    Remove promotional banner as a default option in the settings

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. filter PandaDoc statuses in Salesforce

    filter PandaDoc statuses in Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Email added to the Latest Activity

    When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Automatically adjust font size to fit text block

    Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  15. Reorder dashboard

    Customer would like to rearrange the titles on the dashboard

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Ability to use the same email for multiple account ownership

    i.e The ability to have 2 separate companies and be the account owner for them using the same email address.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. image library restriction

    image library restriction - accessible by Account Owners and users with Admin role only

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. Automation: send Excel spreadsheet automatically once document reaches Completed status

    Automation: send Excel spreadsheet automatically once the document reaches Completed status

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Smart Content - Increase the limit of the 50 conditions per rule with a maximum of 10 content library items

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  20. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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