Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. 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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  4. 1 vote

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  5. 1 vote

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

    1 vote

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  8. 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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  9. Pricing Table - EV2
    Need to be able to format the pricing table, with custom salesforce columns on the template level

    1 vote

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  10. 1 vote

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  11. 1 vote

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  12. sync pandadocdoc value/grand total back into hubspot

    1 vote

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  13. Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.

    1 vote

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  14. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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  20. 1 vote

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