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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7571 results found

  1. It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
    Thanks

    2 votes

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  2. As an Operations Manager, PandaDoc and Asana both help organize and further business. Integration with Asana would be a mutually beneficial partnership as users can keep their workspace in one platform while also utilizing PandaDoc within that platform. Please consider this as a viable tool!

    4 votes

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  3. Document Editing has become miserable in the new update. Not easy to find all of the buttons.

    How do I reassign signing privileges to another individual without deleting the previous signer off?

    Roll back to the old PandaDoc UI / UX because this update is trash.

    1 vote

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  4. the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Notification for the last signer to sign (without signing order activated) - example, when after 3 days there is only 1 signer remaining

    2 votes

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  6. Time update next to a completed document doesn't reference when the actual completed time, but increased the time when there was last activity on document. Should either reference the completed time or have clarity into "last viewed".

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  7. 1 vote

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  8. should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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  9. Allow a user to customize or cut a whole text block on desired segments.

    26 votes

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  10. IF users selects to pay via ACH - they should pay one amount
    IF users selects to pay with credit card -another amount

    6 votes

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  11. Integration with Financial Force

    1 vote

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  12. Salesforce Marketing Cloud integration

    1 vote

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  13. Ability to choose the language according to the recipient.

    8 votes

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  14. Should be possible to use ticket object to create docs from Hubspot

    22 votes

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  15. Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.

    1 vote

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  16. Andrew at Brainstorm would like to have the ability to refresh pricing table and data with PandaDoc Documents hosted in their CRM MS Dynamics.

    4 votes

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  17. 5 votes

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  18. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. MD-Staff integration

    1 vote

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  20. Ability to change the certificate so it's from qualified trust service provider according to EU applying Regulation (EU) 910/2014.

    2 votes

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