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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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982 results found

  1. Integration with ClickUp

    12 votes

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  2. The page size of pages imported from Canva should corelate with PandaDoc page size format.

    12 votes

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  3. PandaDoc integration with Lever (HR Recruiting software/CRM)

    12 votes

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  4. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    12 votes

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  5. 12 votes

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  6. The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

    12 votes

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  7. Option to create a new user or invite a new user via API.

    11 votes

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  8. Option to have Quickbooks as Intergation.

    Will allow user to have 2 way sync, with ability to have the open invoices tracked in Quickbooks.

    11 votes

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  9. PandaDoc cannot be used with documents that contain Hebrew via the API.

    Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.

    Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
    Additionally, sometime PandaDoc adds an extra space before/after the field name.

    This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…

    11 votes

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  10. 11 votes

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  11. 11 votes

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  12. In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.

    11 votes

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  13. 11 votes

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  14. Be able to add PandaDoc component to SalesForce community page

    11 votes

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  15. Improve Zapier functionality with new features, like tracking certain info, etc.

    11 votes

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  16. 11 votes

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  17. Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    11 votes

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  18. Add the ability to process payments via ACH Authorize.net payment gateway service.

    11 votes

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  19. Ability to use the hubspot mobile app with PandaDoc

    11 votes

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  20. Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    11 votes

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