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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. 6 votes

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  3. Multiple types of bulk-send features available to the customer, depending on what kind of document they are sending. Having tiered options for customers depending on the type of document sent. Similar to our API structure

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  4. 7 votes

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  5. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. 5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. WaveApps to create and send invoices for integration

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  8. the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

    1 vote

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  9. Internet explorer compatibility

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  10. 2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  11. 1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. 5 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. Edit PandaDoc in Draft Status From Within HubSpot Deal rather than being re-directed to the PandaDoc app to edit it from there.

    9 votes

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  14. 2 votes

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  15. Additional Copper Variables to be put in a PandaDoc template.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. At the moment we don't support PDF Portfolio file upload in PD documents.

    2 votes

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  17. Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. 1 vote

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  19. tokens for template embedded

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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