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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6813 results found

  1. I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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  2. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. 1 vote

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  4. Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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  5. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  6. 1 vote

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  7. 1 vote

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  8. 1 vote

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  9. Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  11. Would be nice it it automatically scrolled to where the inline comments were within the doc.

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. 1 vote

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  15. description font is now really small and has to be updated manually. It would be good if it was added to themes.

    1 vote

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  16. When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)

    1 vote

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  17. 1 vote

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  18. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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  20. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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