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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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130 results found

  1. 7 votes

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  2. Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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  3. Set signing order in API call (for documents created from PDFs).

    12 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
  4. 34 votes

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  5. When you pass a price, it's format should be passed too

    27 votes

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  6. 12 votes

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  7. Have ability to upload images using Editor 2.0 API

    5 votes

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  8. Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.

    3 votes

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  9. 1 vote

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  10. Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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  11. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    10 votes

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  12. get the Document ​completion date via Public API

    1 vote

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  13. Multiple sections in pricing tables Ev2 (API).

    3 votes

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  14. Integrations: Support custom product fields in Pipedrive

    1 vote

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  15. Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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  16. 16 votes

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  17. Zendesk Sell Integration for EV2

    24 votes

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  18. 2 votes

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  19. Recurring fees pull from Hubspot.

    9 votes

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  20. Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    15 votes

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