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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6605 results found

  1. Click Up CRM for automation

    It would be wonderful if click-up were a CRM automation possibility.

    https://clickup.com/?utm_source=bing&utm_medium=cpc&utm_campaign=bgs_cpc_amusa_nnc_brand_trial_all-devices_troas_lp_x_all-departments_x_brand&utm_content=all-countries_kw-target_text_all-industries_all-features_all-use-cases_clickup_exact&utm_term=e_clickup&utm_creative=_BrandChampion-03072023_rsa&utm_custom1=&utm_custom2=&msclkid=e9c43e7b88d2151e64ed5b067dc976e0

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Update info on fields from their templates

    Customer would like to post information on the fields from their custom CRM to the templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. update the auto-snapping feature

    The autosnapping is not helpful and actually quite frustrating.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  4. Two separate accounts connected to one Salesforce instance

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Forward the document for signature from the new sender

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. automatically place fillable fields

    automatically place fillable fields in documents and templates without drag and drop option

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. Bundle Forms

    Option to bundle Forms

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  8. Add endpoint to share templates via API

    Add endpoint to share templates via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. Template Thumbnails (embedding)

    Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  10. Support native salesforce automation functionality like Flow and apex trigger

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  11. Highlight blank Text Blocks when they are added to a page

    When you add a blank text block to a page and then click off of the page, it becomes completely invisible. Also, the block is narrow, so you have to do a lot of clicking around to find it, or you may add another one redundantly because you can't see it's there.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Delay when adding a recipient to the sent/completed document

    Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Email added to the Latest Activity

    When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Export CSV of responses option for templates (documents created from templates).

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. CPQ add-on for Business plan

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Pull data from a PandaDoc document into a Word document natively

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. If a text field is not large enough, a font automatically becomes smaller to ensure the text fits

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table

    Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  19. Reorder dashboard

    Customer would like to rearrange the titles on the dashboard

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  20. Admin and Manager Access to User Workspace Documents without Classified Content

    The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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