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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6306 results found

  1. Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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  2. Our (create) linked-objects API call only allows for a subset of compatible CRM objects.

    We should match all of the compatible CRM objects that our CRM AddOns are configured for.

    For Hubspot, that would be:
    * Contact
    * Company
    * Deal

    For PipeDrive, that would be:
    * People/Person
    * Organization
    * Deal

    If we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. 1 vote

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  4. Make the information entered by clients in a text field as a variables and Pass them to Zappier.

    1 vote

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  5. [Global Setting] disable the ability for the clients to forward agreements

    1 vote

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  6. Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.

    1 vote

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  7. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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    • Will allow the user to upload and view stamp in the mobile App
    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  8. Multi-column continuous text flow

    1 vote

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  9. Allow a user not part of the workspace to get notification of approval.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  10. 1 vote

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  11. Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost

    1 vote

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  12. we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.

    https://pandadoc.zendesk.com/agent/tickets/469208

    1 vote

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  13. I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  14. Ability to autocorrect a letter throughout the document.

    (MS Word Autocorrect feature).

    1 vote

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  15. Ability to only select custom variables when downloading CSV.

    1 vote

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  16. 1 vote

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  17. It would be great if videos in presentations could be 1) embedded when a presentation is uploaded OR 2) using a screenshot cover with a hyperlink, when clicked, it pops up on the screen. Right now, the big issue I have is the lack of design available in building in Panda Doc. I uploaded a designed presentation and then the issue was getting the videos to appear right and match the formatting. It ultimately had me driven to a competitor (DocSend).

    1 vote

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  18. The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.

    1 vote

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  19. ability to upload files in .ANX format.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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