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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7438 results found

  1. Option to get one centralized API key for all workspaces

    10 votes

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    1 comment  ·  API  ·  Admin →
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  2. Add Saved messages feature on mobile app

    9 votes

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    1 comment  ·  Mobile  ·  Admin →
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  3. 1 vote

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  4. Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc

    1 vote

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  5. Ability not to select or tie email address to recipient

    2 votes

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  6. make PandaDoc automatically recognize similar templates/documents

    2 votes

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  7. 1 vote

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  8. We use RouteOne for our purchase processes - purchasing & financing for our dealerships. Things would be more efficient if PandaDoc integrated with the system.

    1 vote

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  9. We need PandaDoc to integrate with DealerTrack which we use to connect dealers with lenders.

    1 vote

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    • Will allow user to mass upload of document to template
    1 vote

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  10. 5 votes

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  11. 1 vote

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  12. Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  13. It would be useful to be able to manually set the size of a text block or table on a template so that when variables pull in text, the size of the text block or table cell doesn't vary between documents.

    2 votes

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  14. 4 votes

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  15. Integrate with Cloze CRM to automatically generate contracts

    1 vote

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  16. PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)

    1 vote

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  17. Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    3 votes

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  18. Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    31 votes

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  19. Will allow the user to Add the IP address or auto opulatye it using variables

    1 vote

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    0 comments  ·  Other  ·  Admin →
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