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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.

    1 vote

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  2. If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  3. expiration starts once the signer opened the document

    2 votes

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  4. Add tags on forms

    2 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  5. Ability to disable the auto-populations of recipients in SFDC

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  6. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    3 votes

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  7. 62 votes

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  8. Iintegration with Etapestry

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. 1 vote

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  10. Allow for a template to be placed on top of a document. For example, if you would be uploading new PDFs, but the signature fields would always remain in the same spot, this would be more efficient than always having to add the fields over and over again!

    2 votes

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  11. 7 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. For example, be able to type .5 without having to type 0.5

    1 vote

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  13. Integrations with QB, Bomb bomb

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. CRA Canadian revenue association that requires special compliance

    1 vote

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  16. collect customer information at the point of sale to be used in the creation of customer profiles and consequently in marketing

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  17. They are looking for a solution with payments built in

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  18. The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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  19. Allow phone numbers in the pop up that appears when a form is opened

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  20. 31 votes

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    Idea  ·  4 comments  ·  Integrations  ·  Admin →
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