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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6879 results found

  1. pay later option in PayPal

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  2. The ability to link fields from different documents together.

    2 votes

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  3. The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Ability to view the IP address for Viewers

    2 votes

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  5. 2 votes

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  6. I'm using Zapier to add all new agreements created to an Airtable (so agreements can be linked to projects, clients etc), and I'm having to spend time manually deleting any agreements in Airtable that have been deleted in PandaDoc. I'm able to update Airtable records when an agreement's status changes (such as viewed --> completed), but not when it is deleted.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Keep/ do not delete the signature certificate when a completed document is edited

    2 votes

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  8. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  9. HubSpot - tokens available on deals for linked/sub/ associated deals

    2 votes

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  10. PandaDoc to support real-time payments, cash-based vouchers, bank transfers, or buy now, pay later methods through Stripe.

    2 votes

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  11. 2 votes

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  12. When a client signs up for my program I want a contract to be generated when I win the deal in HubSpot?''

    2 votes

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  13. Notification based on dropdown selection. If selected yes, the sender gets a notification

    2 votes

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  14. 2 votes

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  15. Vue.js Framework integration

    2 votes

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  16. We would like to give a signer the choice of paying in full up front with a discount or full price in 2 payments.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  17. Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement

    2 votes

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  18. Option to expand product description, for example, each service to be clickable and either a pop-up or a dropdown will show up with the description/conditions of the service.

    2 votes

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  19. 2 votes

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  20. Disable the option for the user to edit the document (including adding new blocks) but keep the option to add the products to the pricing table.

    2 votes

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