Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. This is about we get to the Templates page in Salesforce to select the document. Employees are supposed to select the templates from the folders below. OH DEAR GOD! PLEASE let me remove the white "most recently used" icons. It confuses the heck out of everybody and they consistently choose the white page icons rather than the folders below in spite of how many times I tell them. Every new employee also consistently blunders this step. "Complexity is the enemy of execution," and this has certainly been an enemy. Please help.

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. Have company name option in the credit card details field.

    1 vote

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  6. add asset object in salesforce

    1 vote

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  7. 1 vote

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  8. Fattmerchant Payment integration

    1 vote

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  9. 1 vote

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  10. Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    1 vote

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  11. I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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  12. Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    1 vote

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  13. Ability to pass both formats of taxes simultaneously

    1 vote

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  14. "As we are editing our proposal document within Salesforce, and we then leave it and want to revisit at a later date. If we click on the draft it takes us to Panda Doc directly, where as we simply want to keep editing it through our salesforce view. Can you assist? Below shows an image of our SF view, however clicking the draft takes us to PandaDoc. "

    1 vote

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  15. mask payment info from some users

    1 vote

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  16. SOFORT systems through Stripe

    1 vote

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  17. 1 vote

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  18. RESCO CRM

    1 vote

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  19. 1 vote

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  20. Younium Integration

    1 vote

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