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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6609 results found

  1. Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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  3. When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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  4. Looking for a data entry tool. Complex chart cataloging

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. use the forms feature with Nimble integration

    1 vote

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  6. When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
    ex. renewal agreement attached to a qbr

    1 vote

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  7. Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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  8. if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.

    1 vote

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  9. 1 vote

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  10. Instead of delivering a link to the document display the document within the email itself.

    1 vote

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  11. When documents are completed send data to credit agency for approval

    1 vote

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  12. Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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  13. 1 vote

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  14. A place where all workspace dashboards are available to view collaboratively

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  15. 1 vote

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  16. Pause the document after 1 signer if you do not want other people to sign yet

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  17. 1 vote

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  18. 1 vote

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  19. Ability to sell create doc only feature

    1 vote

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  20. native ERP connection with Docusign

    1 vote

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