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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. 1 vote

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  3. Make custom fields in Freshsales visible as PandaDoc tokens.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. integrate with AccuLynx

    1 vote

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  5. A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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  6. How about adding round corners to the blocks.
    Like in the PowerPoint. It will look especially nice on the cover page with the block background.

    12 votes

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  7. Ability to add a "Stamp" to your signature/profile and be reused across documents.

    26 votes

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  8. Fattmerchant Payment integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Native Qualtrics Integration

    2 votes

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  10. 2 votes

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  11. With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  12. 1 vote

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  13. The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..

    1 vote

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  14. Adyen integration

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. 12 votes

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  16. We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)

    2 votes

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  18. Client would like to be able to search two letters using the search function.

    2 votes

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  19. 6 votes

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  20. Integration with Google Forms

    8 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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