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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. description of the pricing table item transferred to Xero invoice

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. The ability to see what kind of device your recipient used when signing/opening the document

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. 3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  5. sort of HTML button where you can pick the color for inserting hyperlink

    3 votes

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  6. Ability to sync QBO Sales Tax amount to payment amount on PandaDoc document.

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  7. A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. inDesign compatibility

    3 votes

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  9. Bulk change document owner ability

    3 votes

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  10. Limit credit card options that customer can select from when using CC to pay invoice

    3 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  11. When selecting to print a document, instead of printing the entire contract, have the ability to select a page or a range of pages. Ex. page (7) or range of pages From "x" to "y" (3-5)

    Some documents can be very large and the print option can take a long time to turn results. Selecting a specific page or range of pages would be helpful.

    3 votes

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  12. Intergrations with ATS, (Paycor)

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  13. 3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  14. We should always have the ability to add gratitude/tips to invoices.

    Better to have the option there and available should anyone want to tip rather than not having it at all.
    A workaround is an optional line item but that option is janky and I'm hoping for a proper 'Gratitude' option.

    Thanks for reading!

    3 votes

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  15. Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.

    3 votes

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  16. 3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. 3 votes

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  18. The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. "As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  20. At the moment it is possible to see only paid invoices in PandaDoc Settings -> Billing. The feature request is to be able to see & access pending invoices via PandaDoc Settings -> Billing (like via "hosted invoice" link)

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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