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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7152 results found

  1. Improve intuitiveness for signer to forward a signed doc for payment

    After signing a document to be paid within Panda Docs with Stripe integrations, provide option to forward along the top header in addition to PAY making it easier for the signer to either pay or forward to the correct individual that will be paying the invoice. Currently the 3 dots that need to be clicked to forward within Panda Docs is not intuitive and user friendly.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  2. Be able to turn on Recipient Verification on all documents without having to manually toggling it on each time

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM

    Option to attached uploaded items on the document to the CRM.

    • Will include attached item in document when link to CRM.
    1 vote

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  4. HubSpot merge rules: automatically create table section for each category specified in CRM

    To avoid any products potentially not being pulled in from HubSpot in case there is no merge rule created for this product to be pulled into specific section. Option to create a rule: for each variation of “category “in the listed products, then the system creates a table section for each category and places the products from that category into that section? Including a section for products with no category.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  5. Link document to Hubspot deal via the mobile app

    1 vote

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  6. Organize variables list in the order by how they filled or not filled

    1 vote

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  7. Kajabi

    Integration with Kajabi

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. ability to sort contacts on the order of when they are put in the system

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Collaborator can move a document to a folder

    Ability to move a document to a folder from collaborators end.

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Documents created from a form should go to a root / general document list without a folder

    documents created from a form should go to a root fonder (instead of the specific folder)

    1 vote

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    1 comment  ·  Forms  ·  Admin →
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  11. Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document

    https://pandadoc.zendesk.com/agent/tickets/385842

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  12. SCORE CRM

    SCORE CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. collect payments with Tickets.com/ProVenue

    collect payments with Tickets.com/ProVenue

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Collect payments with payonlineticket.com

    collect payments with payonlineticket.com

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Scorp CRM

    Scorp CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Hide signer names as well as field values

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  17. remove invite new user button at the top of the dashboard from Manager User Accounts

    remove invite new user button at the top of the dashboard from the Manager User Accounts

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  18. Edit font when sending via link

    Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  19. AroFlo

    Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  20. The ability to remove a template from the quick access menu.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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