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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6295 results found

  1. bypass secondary recipient in forms - to not fill out forms pop-up window for email, first name and last name

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  2. bypass secondary recipient in forms - to not fill out forms pop-up window for email, first name and last name

    1 vote

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  3. Option to map one field in PandaDoc with several fields in Salesforce, for example, pull contact first and last name fields from SF to one text field in PandaDoc document

    1 vote

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  4. Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.

    Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.

    0 votes

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  5. 1 vote

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  6. Add a header background image

    2 votes

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  7. Ability to set default initials.

    1 vote

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  8. When someone signs the document I send them, I would like to insert their details in a Google Sheet document.

    1 vote

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  9. 1 vote

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  10. Custom role has a permission to create workspaces

    1 vote

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  11. add GST currency ( Green Satoshi Token) to the document value

    1 vote

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  12. Vietnamese Localization

    1 vote

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  13. The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.

    2 votes

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  14. Can only select one template at a time (have a customer who uses over 180-200 templates (workflows). Will add a video clip example from the call once it's available!

    1 vote

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  15. 2 votes

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  16. When creating a document in pandadoc and then linking manual to pipedrive, we can search by the deal name but sometimes we have legitimately duplicated deal names. The deal number is the unique identifier but I can't see that from pandadoc. It would be nice to filter the list based on status in pipedrive (ie - ignore anything that's already closed out) or to see the deal number as well. I sometimes have to go into pipedrive, manually edit the deal name of the deal I want to link to (add a 1 at the end for example), search in…

    2 votes

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  17. Some application that we integrate template feedback with with require that we have no preliminary "+" symbol for telephone and fax fields. This would appear to be a simple and quick update.

    1 vote

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  18. Automatically send access to a specific pandadoc room once a form (in our case, an NDA) is signed

    We want to use pandadoc for our data rooms to keep the NDA's/ data rooms for businesses on one platform

    1 vote

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  19. Being able to report on data from the signature certificate such as IP address, location, etc.

    2 votes

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  20. It would be great if I could incorporate variables in a saved message template. For example, I'd like to be able to address the message to the recipient's first name without needing to type it in every time.

    1 vote

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