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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6482 results found

  1. Group users by country or custom property for billing

    Group users by country or custom property for billing and then report on those segments

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Autofill signature if it was captured on another platform

    Option to autofill signature if it was captured on another platform (for example, if the signature was captured in the lead in GoHighLevel)

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Automations: send a document when a new lead in generated in Pipedrive

    Option to send a PandaDoc document when a new lead in generated in Pipedrive

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. Import JSON to create a template

    Option to import JSON to create a template

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. [Automation] Upload the attachment which is uploaded when manually changing the document status the Google Drive.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. Access PandaDoc through Teams within Dynamics app

    Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Download PDF with option to select the products in pricing table.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. SherpaDesk

    SherpaDesk integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Automatically pre-assign a template role with the contact owner email from HubSpot

    Automatically pre-assign a template role with the contact owner email from HubSpot

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  10. ACT CRM

    Ability for PandaDoc to integrate with ACT CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Invite New User

    Ability to invite users in Mobile App

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  12. Disable all internal notifications for Admin/Account owner

    Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. Access public documents by filling out the email address (not a form).

    Access public documents by filling out the email address (not a form).

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Glide Apps

    Glide Apps Integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. PandaDoc Chat / Support Chat

    Ability for chat blocks to remain open or connected even when minimized.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Admin: Remove temporary block for team member entering password incorrectly

    I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Ability to create new statuses/rename existing ones.

    Ability to create new statuses/rename existing ones.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Chat function integration w/ Hubspot

    The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
    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. After a billing service.

    1 vote

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  19. Ability to edit document title after its been completed

    Feature to edit just the title of a document after its been completed.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Horizontal line indicating that the block is in the middle of the page.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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