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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6460 results found

  1. The customer wants to eliminate the gray email background notification when they receive the document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. The feature that will automatically link duplicates of documents created via CRM integration to the same CRM record.

    1 vote

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  3. Update multiple recipients on a single document via API.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. 1 vote

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  5. detect page number of the actual signature field on it via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. If you go to add a recipient, it is not intuitive to return to the panel to place signatures. Add a button to return to the signature panel.

    1 vote

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  7. Signature color - limit signature color options to black only

    1 vote

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  8. assign completed pricing ,Proposal Document to another opportunity in Microsoft Dynamics 365 CRM.

    1 vote

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  9. send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline

    1 vote

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  10. 1 vote

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  11. the audit log of the signatures

    1 vote

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  12. Disable the send button on the document level

    1 vote

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  13. Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format

    1 vote

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  14. bypass secondary recipient in forms - to not fill out forms pop-up window for email, first name and last name

    1 vote

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  15. bypass secondary recipient in forms - to not fill out forms pop-up window for email, first name and last name

    1 vote

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  16. Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  17. Ability to set default initials.

    1 vote

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  18. When someone signs the document I send them, I would like to insert their details in a Google Sheet document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  19. Custom role has a permission to create workspaces

    1 vote

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  20. add GST currency ( Green Satoshi Token) to the document value

    1 vote

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