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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. Do not send a form to the first recipient unless it is signed by all the recipients

    Do not send a form to the first recipient unless it is signed by all the recipients

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. Ability to not be able to change form recipients

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  3. Have collaborator documents show in inbox

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Ability to update portions of a variable to be in italics

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. attach emails to PipeDrive objects

    attach PD emails to Pipedrive objects once documents are sent from Pipedrive

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  6. Mulitple separate approvers on one template

    Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  7. Option on the data merge to set up font weight

    Option on the data merge to set up font weight.

    • Will allow the user to set the font weight in the pricing table using Data Merge
    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Vaultre CRM

    To be able to integrate with CRM VAULTRE or have an option via Zapier,

    1 vote

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  9. Ability to edit the passcode when document is in completed status

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. create a barcode based on the entered value

    create a barcode based on the entered value

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. Automatically change document version number when updated after sending

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Ability to switch between logo themes on multiple templates for accommodating branding

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing

    Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  14. Automatically send the documents after renewal

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. ItsMe

    Integration with Itsme

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Get(retrieve) document chat messages via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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  18. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. search/filter/manage documents by SKU

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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