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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Download the the embedded template before signing.

    4 votes

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  2. 2 votes

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  3. include the Bill To First and Last Names to Authorize.net payments

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  4. To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  5. Zoho invoice integration.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. TaxJar integration

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    8 votes

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  9. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. Ability to automatically sync and check off the Checkboxes within PandaDoc via the information from Pipedrive.

    4 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. It's set randomly now for every new contact.

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  12. 6 votes

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  13. Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    9 votes

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  14. Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

    4 votes

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  15. Email signature block.

    10 votes

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  16. Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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  17. Payment gateway for Converge Pay processed by Elavon.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. 3 votes

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  19. 1 vote

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  20. 2 votes

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