Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Hi! It would be great to get a feature by which you could incorporate signatures from other docs to a certain PandaDoc. Sometimes, for schedule-reasons there are several copies of the same doc being sent to signatories who may wish to sign via different techniques (via email as PDF, hard copies and so on). This leads to multiple duplicates of the signature page being attached manually to the final doc, each of the pages containing one signature only. Therefore, it would be great if PandaDoc supported incorporating signatures to the one and the same PandaDoc, even though the signatures would…

    2 votes

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  2. Ability to hide PandaDoc module in Copper

    1 vote

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  3. 1 vote

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  4. Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  5. 1 vote

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  6. 1 vote

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  7. Having a way to use dynamically the dates from SFDC to PandaDoc would be great (ie: depending on the template, selecting how we want the date to be displayed).

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  8. I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  9. Have HR systems integration, preferable Bambu HR

    1 vote

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  10. The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  11. 1 vote

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  12. Lawpay is the most widely used payment gateway for lawfirms across the country.

    Note: Affinipay is the parent company

    4 votes

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  13. Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  14. integration with QuickFee payment solution

    1 vote

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  15. 1 vote

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  16. Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.

    1 vote

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  17. That would be nice to have the ability to change the document status in the CRM iframe. Or AT LEAST to be able to change the doc status within the document as we had in the classic editor.

    Here's a video made by a client - https://video.filecomplete.com/conversations/087a9ec8-18dd-538b-abaf-04c5e8e9cb83 that explains everything. Thanks for considering our ideas!

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
  18. 1 vote

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  19. 1 vote

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  20. Push the updates to custom object in Salesforce for notes

    1 vote

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