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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API

    1 vote

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  2. Ability to generate a link to the document when you are self signing a document

    1 vote

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  3. Have the native integration between PandaDoc and Sellsy

    1 vote

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  4. 1 vote

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  5. 4 votes

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  6. check word count feature

    5 votes

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  7. Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP

    7 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. 2 votes

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  9. Integration with Drive CRM

    1 vote

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  10. We would like to ask for our payment gateway to be included in the integrations... We use Paymentsense (https://www.paymentsense.com/)

    1 vote

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  11. 1 vote

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  12. 1 vote

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    0 comments  ·  API  ·  Admin →
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  13. 1 vote

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  14. 6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  15. Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"

    2 votes

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  16. Ruller for blocks and images, so once you adjust it's size you can see exact size in pixels/mm/etc.

    2 votes

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  17. in pandadoc api, roles show as blank in document details when the template has role(s).

    would be useful to show what recipients had which roles in document details

    8 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  18. Ability to add a shipping cost row into the total of the pricing table.

    4 votes

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  19. a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.

    2 votes

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  20. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    3 votes

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