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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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4047 results found

  1. attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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  2. A way to convert a Google Form to a Pandadoc Form

    1 vote

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  3. 1 vote

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  4. Automatically set the receiver as the client in Monday.

    • automatically adds reciever as client in monday.com during creating a document.
    1 vote

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  5. Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual

    1 vote

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    0 comments  ·  Workflow  ·  Admin →

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  6. Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    1 vote

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  7. download signature only from the document

    1 vote

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

    1 vote

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  9. 1 vote

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

    1 vote

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  11. create a barcode based on the entered value

    1 vote

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    0 comments  ·  Other  ·  Admin →

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  12. 1 vote

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  13. 1 vote

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  14. 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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  15. 1 vote

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  16. The dollar sign is not associated with the token in the tokens list with the [Deal.Amount] variable for example.

    1 vote

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  17. 1 vote

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  18. By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    1 vote

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  19. Ability to set a default value of a space for custom variables?

    1 vote

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  20. 1 vote

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