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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4072 results found

  1. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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  2. Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. When a PDF with a third-party signature is uploaded to PandaDoc, this signature loses it's properties and, I assume, legality. So when you download this doc from PandaDoc, you need to re-sign it in a third-party tool, if the PandaDoc signature is not appropriate for you for legal reasons.

    2 votes

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  4. 3 votes

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  5. 31 votes

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  6. 9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. When PDF's are downloaded via the PandaDoc API protect the PDF's to show verified signatures in adobe.

    2 votes

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    Idea  ·  2 comments  ·  API  ·  Admin →
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  8. Integration with Loxo CRM

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. 2 votes

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    • Add the ability to set different from black signature color.
    17 votes

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  10. PandaDoc localization in Russian.

    11 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  11. example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically

    3 votes

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  12. A way to get emailed if a documented is deleted.

    1 vote

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  13. I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    27 votes

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  14. Expand Text formatting options:
    - Don't transfer text formatting when the text is copied from an external resource
    - PandaDoc Style settings are applied to the text copied from another source

    12 votes

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  15. Add line number to pricing table and auto increment each line to allow for a reference point in the table.

    19 votes

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  16. Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    25 votes

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    Idea  ·  9 comments  ·  Integrations  ·  Admin →
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  18. The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    16 votes

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  19. 3 votes

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