Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 3 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
  2. the info that the client fills in into the fields on the first page to be populated into the tokens on the rest of the pages in the contract aka associate the field value with thу tokens and update the tokens in real-time based on the value in these fields

    4 votes

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  3. Ability to add some information to be shown on the signature certificate (such as four last digits of the social security number, date of birth, etc. to verify the signer's identity)

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  4. 1 vote

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  5. duplicate pricing table sections

    4 votes

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  6. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  7. Ability to pull created in PandaDoc contacts to Pipedrive

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. The option to pull the info to a regular table (not pricing) via API.

    1 vote

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  9. 2 votes

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  10. 3 votes

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  11. can i hook a SQL server up to this program?? I just want to be able to link my server to the form, for auto population and features, communication back and forth, to and from the document

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  12. Improve the Recipient view Call to action at bottom of signing experience. Black bar should not hard parts of the document.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  13. 1 vote

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  14. Ability to pass custom product fields from Salesforce as currency.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  15. Remove X sent you the document from the email.

    2 votes

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  16. 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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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  18. How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    2 votes

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  19. 1 vote

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  20. Allow a small period of time between converting a completed document into a draft before requiring the user to send the document again. Basically, allowing them to change the status back to 'Sent' without the customer having to be notified.

    1 vote

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