Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.

    1 vote

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  2. 1 vote

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  3. When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  4. add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.

    1 vote

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  5. Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  6. add Office 365 as an option to login in the PandaDoc Mobile App

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
  7. sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  8. 1 vote

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  9. Improving the quality of how the PDF is displayed when creating documents from a PDF via API. As of the moment the PDF in the generated PandaDoc document looks a little bit blurry due to the fact that once the document is created from a PDF via API, the PDF is converted to an image so that for the purpose of preserving all the data within the PDF and correspondence of fields placement in the generated PandaDoc document, and thus the quality is affected to some extent

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  10. Set up field height and width while creating documents from a PDF via API

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  11. 1 vote

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  12. ability to change font color in document title

    1 vote

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  13. 1 vote

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  14. When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link

    1 vote

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  15. change eur symbol position in pricing table as per European format
    not € 0.00 but 0.00€

    1 vote

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  16. Allow for integration between Zendesk Sell and PD the capability of pre-asssigning the recipients to the role when creating a document within Zendesk Sell (EV2)

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. The ability to transfer data from multiple documents to a new document.

    1 vote

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  18. 1 vote

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  19. in the classic editor, there's a button here at the top that says "New Document". With this version, I can't see it. it should be added to the new editor as well.

    1 vote

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  20. The customer would like the ability to add a custom product catalog field but have the option to make this a percentage. Like the tax or discount columns, she would like to be able to make this a Service Fee and make that a percentage.

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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