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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5367 results found

  1. Let recipients invoice a sender

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. The ability to upload the list of the sent documents

    1 vote

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  3. Update Document Title when Email Subject with Title is Updated

    It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. a notification available in PD that allows you to know that the original recipient has forwarded a document to another for signature

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Marking the documents that are used in an integration

    1 vote

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  6. doc2doc for different workspaces

    doc2doc for different workspaces

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. force logging in to the account before the account user could see the contract

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Solupay

    Connect PandaDoc with Solupay payment gateway

    1 vote

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  9. In the subject line of a notification, show a commenter's name instead of a sender's name

    1 vote

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  10. Edit the email message when document has been approved

    remove or modify the message "Feel free to send the document now." when a proposal has been approved

    1 vote

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  11. Upload docs to PandaDoc with the Print feature

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Freshsales Form

    Integration with Freshsales Form.

    1 vote

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  13. Increase the document sequence by more than 1

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. Require approval in order to manually change doc status to complete

    1 vote

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  15. Ability to push Price Lines from XRM as Base vs Optional

    Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  16. SFDC. If a lead is converted to an opportunity link all documents in this lead to the new opportunity also.

    1 vote

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  17. auto-refresh editor after clicking 'finish' when sending a document to yourself

    auto-refresh editor after clicking 'finish' when sending a document to yourself

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  18. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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  19. Multiple-page document view format

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. pass fields information from one template to another

    1 vote

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