Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 4 votes

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  2. I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  3. The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    1 vote

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  4. Bulksend: the option to pass custom information from CSV to the fields (not to the variables).

    2 votes

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  5. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    8 votes

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  6. report of all the signed documents using specific IP addresses

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →

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  7. Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.

    6 votes

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  8. Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    1 vote

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  9. 3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →

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  10. It is a standard practice in Hubspot to associate an Activity record (such as Note) with multiple Hubspot entities simultaneously, e.g. with Company, Contact and Deal at the same time.

    Today, however, a Panda document in Hubspot can only be associated with a single Hubspot record. This is not practical: e.g. say you execute an NDA document using Panda from a Hubspot Contact record - now this NDA document is only visible on that Contact record alone, and NOT visible on the parent Company record. Any other Hubspot user will not be aware that an NDA document exists for this…

    14 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  11. 20 votes

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  12. Have the ability to highlight text

    3 votes

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  13. Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    4 votes

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  14. 6 votes

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  15. changing the link to include the recipient's name in the link itself

    6 votes

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  16. 2 votes

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  17. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    18 votes

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  18. With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    4 votes

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  19. I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?

    5 votes

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  20. Ability to pass both formats of taxes simultaneously

    1 vote

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