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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6304 results found

  1. Merge several tables into one

    1 vote

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  2. Option to have PandaDoc Notary in Canada

    1 vote

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  3. Ability to set up an alternative line item description from HubSpot.

    1 vote

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  4. Hi,

    I would like API and Integrations on Kartra because we mostly use this software for funnels, website building and pretty much everything digitally.

    Would be nice to have this integrations.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. When a contract is completed, I want to upload it to a new client folder on Google Docs. Pandadoc would need to be able to take the Deal Name from HubSpot, know the folder it has to go into in Google Docs (set in advance) but create a new folder based on the HubSpot deal name and save the new contract there.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. Ability to integrate Pebblerei CRM

    1 vote

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  7. Option for our app to have health history form
    for the health service providers.
    eg: Dentist, Doctors, etc.

    1 vote

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    • the feature will allow the user to input negative numbers eg: [variable c]=[variable a]-[variable b]
    1 vote

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  8. Option to update Google Sheets with the document status to see which recipients completed the document

    1 vote

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  9. For PandaDoc API functionality to have a functionality in PandaDoc to capture the geo location when a document is electronically signed

    1 vote

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    0 comments  ·  API  ·  Admin →
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  10. 1 vote

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  11. original sender's message to be forwarded using the email delivery method in sending the document

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. Use Saved Messages when sending invites for Notary Sessions

    1 vote

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  15. Move a document from one workspace to another upon an event.
    For example, an organization wants a separate workspace for all their executed contracts to make sure only people with permissions can access those.
    An automation that would move a contract upon Completion to a certain workspace would achieve that.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. When a content library item is inserted into a document/template, the design settings of the content library item are adjusted to to the design settings of the document/template.

    If the content library item has design settings that differ from the template/document design settings, the formatting of the content library item might be ruined. The idea is to compare the design settings before the insertion and display the corresponding warning message with the potential consequences (shifted fields and content)

    1 vote

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  18. Prevent signers from seeing completed docs

    1 vote

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  19. 1 vote

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