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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6612 results found

  1. 1 vote

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  2. Having PandaDoc Dashboard in Hubspot, for example from Contacts/Companies tab

    1 vote

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  3. Add text field that are previously filled with the information. These fields appear once the circumstance is chosen

    https://pandadoc.zendesk.com/agent/tickets/366178

    1 vote

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  4. 1 vote

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  5. change password using Pandadoc mobile

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  6. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  7. The ability to download or print a single document in a bundle. Sometimes, I need to just edit and print one document, but have to wait for the system to process the entire bundle.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.

    1 vote

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  9. wish to receive one signature once the document is sent and the second one after 16 days

    1 vote

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  10. I want to add content to a document through the pipedrive integration or zapier that will add items from the content library

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Use smart content to generate a bundle documents
    ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.

    ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
    if product A selected (data security terms, product description, agreement)

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. For example, a check box has been checked before the document has been sent -- can we make it so that it can't be unchecked even by the recipient?

    1 vote

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  20. Hello,

    So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
    However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
    Can you please look into this, as this could be a deal breaker for many scenarios.

    1 vote

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