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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7438 results found

  1. Get image URL or a document attachment via Get document details call

    2 votes

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  2. Option to have a Lawyer to review the document before it was sent.

    7 votes

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  3. Add Cybersource as payment integration

    2 votes

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  4. Ability to check which of the documents have files attached via "collect files" field.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. 1 vote

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  6. 7 votes

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  7. To be more specific, right now the headers are on the top of the document and horizontal. This feature request is to have them be vertical on the left side of the pricing table.

    1 vote

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  8. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  9. It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.

    2 votes

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  10. 1 vote

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  11. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).

    2 votes

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  13. Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    34 votes

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    5 comments  ·  Approvals  ·  Admin →
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  14. Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    1 vote

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  15. 3 votes

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  16. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  17. ability to disable PandaDoc module in Hubspot object so that users select the one and only correct object in Hubspot to create documents

    3 votes

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  18. 1 vote

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  19. Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    7 votes

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  20. integration with FreshDesk

    3 votes

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