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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5897 results found

  1. Auto-populate fields with Pipedrive data via API after linking to a deal.

    Auto-populate fields with Pipedrive data via API after linking to a deal:
    I am generating a document via API from a template, and linking the document to a pipedrive deal. However, the pipedrive merge fields in the template do not populate with the data from pipedrive. How do I get the data to autopopulate by linking the deal without having to pass each field to the template via the API.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. PandaDoc <> Insightly: pre-assign the recipient

    I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Chat function integration w/ Hubspot

    The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
    Flow:
    Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  4. Content Library - Ability to save whole document

    Ability to save whole document/contracts instead of per page only.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Markate CRM

    Integrate with Markate (CRM) or create a native PandaDoc automation.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Send a reminder for a user to accept an invitation to join workspace

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Recipient Groups in Forms

    We would like to use recipient groups in Forms. Currently, they are only available on documents.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  8. Option on Approval workflow to send the link via text message or WhatsApp

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  9. The option to split payment between recipients.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  10. pre-select item in quotes and lock it so that the customers won't be able to edit it

    Pre-select the product for the client in quotes and lock it so that they cannot edit it.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. 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

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. Remove promotional window as a default workspace option

    Remove promotional banner as a default option in the settings

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  13. filter PandaDoc statuses in Salesforce

    filter PandaDoc statuses in Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. 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).

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Automatically adjust font size to fit text block

    Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. Reorder dashboard

    Customer would like to rearrange the titles on the dashboard

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. Ability to use the same email for multiple account ownership

    i.e The ability to have 2 separate companies and be the account owner for them using the same email address.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. image library restriction

    image library restriction - accessible by Account Owners and users with Admin role only

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  19. Automation: send Excel spreadsheet automatically once document reaches Completed status

    Automation: send Excel spreadsheet automatically once the document reaches Completed status

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  20. Smart Content - Increase the limit of the 50 conditions per rule with a maximum of 10 content library items

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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