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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7325 results found

  1. Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.

    1 vote

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  2. Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    7 votes

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  3. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  4. Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.

    11 votes

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  5. MD-Staff integration

    1 vote

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  6. Change the title of an email using API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  7. Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    1 vote

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  8. 7 votes

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  9. Native Xero integration

    144 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  10. We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    5 votes

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  11. Recover Deleted Catalogue Items

    7 votes

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  12. 5 votes

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  13. 2 votes

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  14. move the value of price/amount on the pricing table

    2 votes

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  15. Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    9 votes

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  16. 8 votes

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  17. 2 votes

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  18. Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    2 votes

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  19. Automation with the internal systems(using freshbook)
    For invoices and contracts

    2 votes

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  20. pull photos of users to PandaDoc documents from Salesforce

    2 votes

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