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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 6 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. Ability to add a shipping cost row into the total of the pricing table.

    4 votes

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  7. 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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  8. 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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  9. HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.

    1 vote

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  10. if I use 21 Px on panda it downloads as 15.5 Pt size in a Downloaded .docx

    1 vote

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  11. Ability to select two or more images and set them to an equal size ratio

    5 votes

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  12. 4 votes

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  13. PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)

    2 votes

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  14. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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  15. Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. 1 vote

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  17. Generate a list (CSV) of the recipients who have completed the proposal.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. 82 votes

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  19. Integration with accounting software like Sage 200

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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