Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Refund option via PandaDoc.

    5 votes

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  2. Central place to review all the users and their membership in workspaces.

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. 2 votes

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  6. Be able to export a particular documents usage: who has viewed, downloaded, completed.

    6 votes

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  7. 6 votes

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    Idea  ·  1 comment  ·  API & Integrations  ·  Admin →

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  8. Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes

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  9. 3 votes

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  10. wants pricing table descriptions in the table to have the ability to have a plus sign or dropdown to see the descriptions since some of them are very long.

    4 votes

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    Idea  ·  2 comments  ·  API & Integrations  ·  Admin →

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  11. 5 votes

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  12. Filter contacts in PandaDoc based on contact info when adding as a recipient

    3 votes

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  13. 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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  14. 5 votes

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  15. 1 vote

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  16. Ability to pull created in PandaDoc contacts to Pipedrive

    1 vote

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  17. 3 votes

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  18. 1 vote

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  19. 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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  20. 2 votes

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    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

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