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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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4130 results found

  1. Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF

    25 votes

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  2. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    25 votes

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  3. User would like to have the certificate of signature in specific language with local time

    25 votes

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    Idea  ·  5 comments  ·  Localization  ·  Admin →
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  4. 25 votes

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  5. 25 votes

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  6. Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])

    25 votes

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    Idea  ·  5 comments  ·  CPQ - Pricing Table  ·  Admin →
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  7. Be able to pull and update products from HubSpot Products & quotes with PandaDoc catalog

    25 votes

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  8. Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    25 votes

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  9. 25 votes

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  10. Ability to remove "Document Sent" email notification for cc'd recipients.

    25 votes

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  11. Integration for Plaid with Stripe
    https://stripe.com/docs/ach

    25 votes

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  12. Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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  13. 25 votes

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  14. Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    24 votes

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    5 comments  ·  Approvals  ·  Admin →
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  15. Allow a user to customize or cut a whole text block on desired segments.

    24 votes

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  16. If no data is pulled into the variable when creating a document via Zapier, the variable should be replaced with blank spaces

    24 votes

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  17. Have an option where once document is completed, it is locked and cannot be opened.

    24 votes

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  18. Being able to place a fillable field in line with text in a paragraph or table could vastly improve the contiguity of design within a block of text.

    24 votes

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  19. Customize payment gateway payment page for Stripe, Square, Authorize, PayPal, etc.

    24 votes

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  20. Customer would like to test using Stripe (if it is possible without using their card for payment)

    24 votes

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