Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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  2. Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes

    2 votes

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  3. 2 votes

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  4. 1 vote

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  5. A PDF of a paid document should include the PAID badge, the same as the web view version

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. 1 vote

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  9. 1 vote

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  10. 2 votes

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  11. 2 votes

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  12. 2 votes

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  13. Customer: evan@royalstone.ca
    MRR: $372.16

    I think the in-person signing experience when there’s a payment involved is very consuming and requires more steps than really necessary.

    If you try it out, you’ll see for yourself. The payment processors ask for way too many details and are not required on their own standalone apps. For example, on the Square app, all that is required is the credit card details. Using the Square on PandaDoc requires first name, last name, email, address, postal code, country, credit numbers.

    It’s very time consuming and is not a seamless experience. Most times, the payment doesn’t even…

    1 vote

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  14. 2 votes

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  15. 1 vote

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  16. PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.

    2 votes

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  17. 2 votes

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  18. When I start to create a document via Pipedrive (Company object). It automatically adds some CC'd recipients. In some cases like 7 of them. Just people working in that company who have no connections to the deal or sales. It´s annoying to delete them. Is there a possibility to shut it down?

    1 vote

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  19. Pass our own line total which then can be used to total the whole pricing table (MS Dynamics)

    1 vote

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  20. Note: MYOB is an Australian multinational corporation that provides tax, accounting and other business services software to small and medium businesses

    1 vote

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