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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6102 results found

  1. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  2. Prepopulate phone number in recipient verification

    prepopulate phone number in recipient verification

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  3. Populate ClientTitle variable directly from Sugar CRM

    5 votes

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    2 comments  ·  Integrations  ·  Admin →
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  4. Wordpress

    is there a Wordpress integration for PandaDoc without third party plugins?

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. Update Zapier to include 'Change Document Status' action

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. Automatically link Salesforce Opportunity ID back to the PandaDoc

    We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?

    5 votes

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    0 comments  ·  API  ·  Admin →
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  7. Ability to remove "Client" as a default addition to new templates

    Would like the ability to remove the default "Client" role from new templates.

    5 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  8. drag and drop series of checkboxes

    drag and drop series of checkboxes

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  9. fields within rows should not shift while removing rows from the table

    fields should not shift while removing rows from the table

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. Compile documents of merged HubSpot objects

    When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. The ability to resend a declined document without having to edit and put into draft status.

    5 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. advanced search tool

    ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Send reports via email: Option to send leaderboard reports via email on a recurring basis.

    Option to send leaderboard reports via email on a recurring basis.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  14. ability to add two or more tokens to one merge field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Add hyperlink into email footer

    5 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Ability to embed a 3D model.

    Ability to embed a 3D model.

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  17. automatically set document sender: conditional document sender

    I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Undo signature

    Ability to undo a signature for one specific user instead of erasing the entire document.

    5 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  19. Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place

    Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. Document Bundling - completed document triggers bundle send to same recipient(s)

    Would like the capability for a bundle to be sent upon a signed NDA.
    Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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