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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7493 results found

  1. 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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  2. HubSpot automation: when a meeting is booked, a PandaDoc document is sent

    When a meeting is booked in Hubspot, a PandaDoc document is automatically sent

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  3. Mobile App: Invite New User

    Ability to invite users in Mobile App

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. 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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  5. Ability to edit document title after its been completed

    Feature to edit just the title of a document after its been completed.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. 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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  7. 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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  8. [Quote Builder] Add variable in quantity column

    place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. 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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  10. 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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  11. 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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  12. Override MS Dynamics date variable settings with PandaDoc date settings

    Override MS Dynamics date variable settings with PandaDoc date settings

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Report showing failed documents by workspace and user

    For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. The option to split payment between recipients.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. 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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  16. Including Bundle Item Prices in Quote Builder Subtotal

    The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  17. 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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  18. 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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  19. filter PandaDoc statuses in Salesforce

    filter PandaDoc statuses in Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. White-labelling of the T&C block under the signature

    Make it possible to white-label the T&C text under the signature, so that instead of PandaDoc’s specific other text can be used

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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