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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Clover offers API tokens for developers and can easily integrate as a payment method. Clover is well known and would be a good addition to PandaDoc for Pay By Link methods after a contract is signed and agreed upon. https://docs.clover.com/reference/api-reference-overview

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  2. Make it possible to search the automations, its time consuming to scroll through an entire list of automations

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. Ability to have a template gallery just the like the US server

    1 vote

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  4. Have the ability not to display features that are not included in the current Plan; they would not be seen.

    1 vote

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  5. The customer would like to be able to download the uploaded file from the 'collect file' field in HubSpot.

    1 vote

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  6. Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. Display documents in related HubSpot objects.

    1 vote

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  11. webhook for the subscription created in Stripe once the document is paid

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. The Nutshell integration to be made available for accounts in the EU server.

    1 vote

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  13. Edit multiple templates text at once

    2 votes

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  14. Have the ability to add in SMS verification to bulk send

    1 vote

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  15. Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.

    1 vote

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  16. This proposal advocates for the integration of a dynamic subject line modification feature within our automated email transmission system. The proposed functionality aims to enhance communication efficiency by enabling automatic adjustments to email subjects based on predefined criteria or user-defined parameters. By incorporating this capability, our system can adaptively tailor email subjects to better reflect the content or context of the message, thereby improving recipient engagement and overall communication effectiveness. This proposal outlines the rationale, implementation strategy, potential benefits, and considerations for integrating dynamic subject line modification support into our existing email transmission infrastructure.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.

    1 vote

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  18. To have an option where each of the further added documents to an already created document will have a new sequence number

    1 vote

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  19. Option to setup redirect URL setting for Forms

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  20. Why do we allow documents to be “signed” and completed when the signature field is populated with an email address? This happens when the email address is added for the recipient, but there is no first and last name entered. The document isn’t legally binding and has to be resent. It would be ideal if when there’s no first and last name saved the signature field is blank rather than auto-populating the email address. Alternatively, PandaDoc could prompt for the recipient name before the document can be sent.

    2 votes

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