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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6306 results found

  1. 2 votes

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  2. An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.

    2 votes

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  3. 2 votes

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  4. 2 votes

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  5. Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    2 votes

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  6. when the document is uploaded to Microsoft teams, there's no option to convert it.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. Automation with the internal systems(using freshbook)
    For invoices and contracts

    2 votes

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  8. pull photos of users to PandaDoc documents from Salesforce

    2 votes

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  9. Would love to see pre-assigned roles carry over into the app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  10. Would like the ability to sign in-person through Teams integration

    2 votes

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  11. Have HR tools as an integration (DayForce)

    2 votes

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  12. Ability to set up the data merge so that to pull Hubspot products with editable quantity and to the multiple choice section in a PD PT (automatically, not having to set this manually)

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Limit invite feature on documents, so recipients can't invite to collaborate.

    2 votes

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  14. when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.

    2 votes

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  15. Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.

    2 votes

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  16. Possibility of having document roles to keep role assignment when CL items are added

    2 votes

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  17. For customer success: would like the ability for a multi-year offer multiple years and on the following year, a discount recovery would reflect per year.

    2 votes

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  18. Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)

    2 votes

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  19. the below shows an example

    Recipient A: fill in the price
    Recipient B: fill in the remark
    Approver: reject the document due to the price, then recipient A can adjust the price and get approval again

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. Client would like to have the ability to integrate with fishbowl

    2 votes

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