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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5945 results found

  1. Receive webhooks only for API created documents

    2 votes

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    1 comment  ·  API  ·  Admin →
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  2. sku lines bulk delete all items

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  3. schedule template update to publish at "x" time.

    • due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  4. Ability to switch the entire catalogue currency.

    Ability to switch the entire catalogue currency.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  5. field authentication for bank account numbers, routing numbers

    2 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  6. More documents in Pipedrive document panel

    To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Automate document renewal with updated data in CRM

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  8. [Bulk send] Bundling

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Only be able to create a document via CRM

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Chat feature in templates

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  11. Ability to add a user to view a workspace for just a limited amount of time

    Ability to add a user to view a workspace for just a limited amount of time

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  12. auto-populate IP of the users

    Is there a way to have a box for customer to click and it auto imports their IP address?

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Waiting For Signature notification

    alert the creator of a document that it is still waiting for a signature after like 48 hours

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Tokens cross-object population for Freshsales

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  15. ability to have a free admin user within an account (for managerial purposes only)

    2 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Option to disable change status of documents for non admins roles

    Option to disable change status of documents for non admins roles

    • will allow the Admin [Owner] to disable the feature from non-Admin user role.
    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Sync Collect files field with Dropbox

    Sync Collect Files field in Dropbox

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. cutomize/modify catalog items in the csv file

    add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  19. Ability to organize the Smart content into folders.

    Ability to organize the Smart content into folders.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Most recent documents at the top first in Salesforce

    if there is a way we can set salesforce to show the most recent PandaDoc documents at the top first.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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