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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. 2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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  4. 1 vote

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  5. paperform native integration: pull data from new submission to the doc

    1 vote

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  6. 1 vote

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  7. To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    1 vote

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  8. Native integration with Basecamp https://basecamp.com/

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  9. 1 vote

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  10. upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

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  11. Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  12. When a customer is filling out the Credit Card information using the credit card field the date formatting is off. There is only the options to pick a date on the calendar or change the format to NOT include the DAY. Credit Cards only have expiration dates that feature the Month and the Year. Is there a way we can have the expiration format be MM/YY?

    1 vote

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  13. 1 vote

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  14. Integration with Justworks.

    1 vote

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  15. include the Bill To First and Last Names to Authorize.net payments

    1 vote

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  16. 1 vote

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  17. Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.

    1 vote

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  18. Ability to pull created in PandaDoc contacts to Pipedrive

    1 vote

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  19. I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    1 vote

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  20. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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