Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. integrate with AccuLynx

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  2. A way to clone current account roles and edit their permissions for custom account roles

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  3. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  4. Be able to pull a Salesforce profile picture of a document creator.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  5. My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  6. Have a possibility to display document in the status draft via API.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  API  ·  Admin →
  7. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  8. Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  9. Option to delete a section header in the Pricing table without deleting the rows within the section

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  10. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  11. The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  12. Adyen integration

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  13. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  14. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  15. We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  16. Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  17. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  18. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Other  ·  Admin →
  19. Interested in using the Moneris payment option with PandaDoc

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  20. Ability to undo the action when you move the document or template

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  • Don't see your idea?