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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6836 results found

  1. Be able to search for a document based on the Quote Number

    1 vote

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  2. When a customer signs a document, id like an email to go out to my team with certain information from the document.

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. 1 vote

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  6. Auto-populate contact info into Variables when a document is created directly from a contact.

    1 vote

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  7. 1 vote

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  8. Bulk send feature for forms similar to the feature for the documents.

    1 vote

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  9. 1 vote

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  10. Option to remove watermarks from Documents generated from Free Sandbox.

    Will allow the user to remove watermarks from Documents generated from Free Sandbox.

    1 vote

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  11. Option to document archive and vault using AWS S3 bucket

    1 vote

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  12. Option to use custom field from Sugar CRM in the merge rules

    1 vote

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  13. Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.

    1 vote

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  14. Option to receive a notification when you are close to your volume limit (documents/forms/bulk send etc).

    1 vote

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    • Will allow the user to use zoom functions in embedded IFrame
    1 vote

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  15. I want to have the possibility that PandaDoc recognizes when a section in a pricing table is empty and thereby not show that specific section.

    Here an example, as you can see the section 'Tijdelijke bruikleen' is empty and I want PandaDoc to recognize this and not show the section.

    1 vote

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  16. 1 vote

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  17. Contract created from the Opportunity in SF to become a separate independent object you can link pandadoc documents to since the opportunity becomes irrelevant on the stage where the client has already agreed to sign the Contract.

    1 vote

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  18. 1 vote

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  19. The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.

    1 vote

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