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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7360 results found

  1. The ability to set up payment app and assign different payments to multiple payers on one document so each of the payers can pay their amount on the same document

    7 votes

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  2. I would like the ability to set the document value to the subtotal of a pricing table, so I am looking at the true value excluding taxes

    5 votes

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  3. While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.

    3 votes

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  4. 5 votes

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  5. 4 votes

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  6. Integration with Sendinblue

    1 vote

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  7. scheduler that i can autosend an approval document each day

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  8. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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  9. add the same image for multiple items in the catalog at the same time

    1 vote

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  10. send a document to signature via Salesforce automatically

    10 votes

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  11. Add the ability to make a field read only

    9 votes

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  12. New wizard: the full list of the contact parameters when creating a document.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. 7 votes

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  14. Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!

    14 votes

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  15. 1 vote

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  16. I would like the ability to report on how many contracts have been sent vs. signed each month. I know we have access to a dashboard within the PandaDoc platform, however we would also like to have access to a PandaDoc dashboard with our Salesforce integration

    4 votes

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  17. when logging in and you entered an email that has no account, the system will prompt when you there is no account registered for that email address instead of a prompt that an email has been sent when using forgot password link

    2 votes

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  18. Be able to link with Free Agent

    3 votes

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  19. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  20. The current Video workflow requires you exit Panda doc to search for a video url, then copy paste.

    It would be far easier to search YouTube from within Panda doc.
    If you could limit the scope of search to a specific account even better.

    1 vote

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