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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    6 votes

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  2. Ability to toggle the self-sign notifications off when sending the document

    2 votes

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  3. Native integration with Basecamp https://basecamp.com/

    2 votes

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  4. 1 vote

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  5. Be able to automatically link to opportunities all the previously linked documents

    4 votes

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  6. page number variables ev2

    7 votes

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  7. 6 votes

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  8. 15 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  9. Duplicate price column in a pricing table.

    6 votes

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  10. 8 votes

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  11. Price locking in products in catalog

    2 votes

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  12. 2 votes

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  13. pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    3 votes

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  14. The option that allows to open an additional page with the e-signature and then gets back to the document.

    Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?

    2 votes

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  15. 2 votes

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  16. For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

    2 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  17. Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.

    This should skip template select phase and go right to recipient role mapping

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. 2 votes

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  19. 12 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  20. Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    12 votes

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