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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3829 results found

  1. Associate a completed Form response to a Salesforce record.

    5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.

    5 votes

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  3. There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.

    6 votes

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  4. Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.

    5 votes

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  5. 14 votes

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  6. Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments

    4 votes

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  7. Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table

    6 votes

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  8. Integration with Acumatica

    22 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  9. 1 vote

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  10. Ability to sell create doc only feature

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. native ERP connection with Docusign

    1 vote

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  12. At the moment only the first name, last name, email, company and phone of a contact could be pulled from Zendesk cell into PandaDoc (doesn't matter if a document is created from a deal or contact). It is possible to pull street, postal code and city only using the tokens from a gear icon when a document is created from a deal (for example, [Contact.City]). The feature request is to be able to pull those fields (city, postal code, street, etc.) for any contact

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.

    24 votes

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  14. 2 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  15. 5 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  16. Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs

    5 votes

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  17. Public comments are available by default (for now, private comments come by default).

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Allow each user to upload from separate google drive accounts rather than the same google drive account

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Some credit unions use this and would love direct integration. Customer will move once we have it

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center

    2 votes

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