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9 results found

  1. Approvals are set up on a document level

    77 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) supported this idea  · 

  2. Remove users via SSO

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) supported this idea  · 

  3. Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)

    58 votes

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    Idea  ·  15 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) commented  · 

    Have users be forced to rename the document when you are creating from the template instead of just taking the template name. If you forget to rename it is hard to then find the doc

    AdminJenna Tinney (Admin, PandaDoc) supported this idea  · 

  4. [French localization] Translate subject in the emails

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Localization  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) supported this idea  · 

  5. Redirect recipient to a custom URL upon completion

    268 votes

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    Idea  ·  36 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) supported this idea  · 

  6. support Google Drive or MS OneDrive videos

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) shared this idea  · 

  7. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    85 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) commented  · 

    few requests for custom fields for contacts (example; a client number or something they’d like to use in a token on a doc).

  8. Word (docx) Import improvements

    110 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) commented  · 

    Improve docx export so that fonts are closer to what they should be, no page numbers on the cover page, closer design/formatting from original, linked table of contents, etc.

  9. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    177 votes

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    Idea  ·  26 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    AdminJenna Tinney (Admin, PandaDoc) commented  · 

    Be able to assign a signature field to a group of people

    AdminJenna Tinney (Admin, PandaDoc) shared this idea  ·