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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

    1. To set which from several identical field tags will be populated automatically;

    2. To set date field tag with the date of the opening the document by the client automatically.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  1. 3 votes

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  2. example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically

    3 votes

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  3. Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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

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  5. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    3 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  6. The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.

    3 votes

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  7. A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. 3 votes

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  9. Support uploading vector graphic such as logos in eps format.

    3 votes

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  10. The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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  11. resize textfield to make smaller in ev2

    3 votes

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  12. Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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  13. 3 votes

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  14. 3 votes

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  15. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  16. Ability to sign PandaDoc documents in Microsoft Word

    2 votes

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  17. Embed link to Pandadoc so if you click the link it will not open a new window

    2 votes

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  18. Currently, the PandaDoc Document object in Salesforce has built-in lookup relationships with the following standard objects: Opportunity, Lead, Account, and Contact. When documents are generated from these objects, the relationship is automatically populated, allowing for seamless integration and reporting.

    When a document is created from other Salesforce objects, such as Quote, the associated object ID is only stored in the Custom Object ID field, which is a text field. This prevents users from leveraging the Quote relationship in native Salesforce reports or automation tools, as no actual lookup relationship exists.

    2 votes

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  19. Some teams need to upload photos and documents during the quoting process—often while onsite with a customer. These files are essential to the internal workflow and must be captured before the customer-facing quote is generated.

    2 votes

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