Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Limit credit card options that customer can select from when using CC to pay invoice

    1 vote

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  2. Video integration with Dacast.com

    1 vote

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  3. 1 vote

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  4. Kill DocuSign, please

    1 vote

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  5. Intergrations with ATS, (Paycor)

    1 vote

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  6. 1 vote

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  7. This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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  8. Would love to see the ability to pull product info from Shopify.

    2 votes

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  9. 1 vote

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  10. The option to set up 1 PandaDoc user to several Pipedrive accounts.

    2 votes

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  11. SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated

    2 votes

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  12. When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!

    1 vote

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  13. 1 vote

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  14. Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.

    1 vote

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  15. 4 votes

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  16. Have company name option in the credit card details field.

    1 vote

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  17. 1 vote

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  18. add asset object in salesforce

    1 vote

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  19. Shared a workaround with client, but Inga's team sometimes still chooses to upload files via the HubSpot. When they do this, it auto cc's everyone on the deal (sometimes up to 100 people). If rep isn't paying attention, they send to all those people. Would prefer no one is auto cc'd and they have to assign recipients.

    1 vote

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  20. Attach a file to the created PandaDoc document via Zapier.
    Example: step 1 - some system creates document (invoice) and step 2 - the document is being created in PandaDoc and the first document is being added as an attachment.

    1 vote

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