Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. sending a document out only after a payment is submitted

    1 vote

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  3. Ability to create PandaDoc documents from Salesforce using the documents stored under Notes&Attachments

    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. 1 vote

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  7. 2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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  8. 1 vote

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  9. paperform native integration: pull data from new submission to the doc

    1 vote

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  10. pass data from contact to PandaDoc, update the status of the status of the opp once the contract is signed

    1 vote

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  11. Native integration with Basecamp https://basecamp.com/

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 1 vote

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  17. Ability to pull account data from ZD support to PandaDoc.

    1 vote

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  18. 1 vote

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  19. When a customer is filling out the Credit Card information using the credit card field the date formatting is off. There is only the options to pick a date on the calendar or change the format to NOT include the DAY. Credit Cards only have expiration dates that feature the Month and the Year. Is there a way we can have the expiration format be MM/YY?

    1 vote

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  20. Customer wants to integrate Typeform with PandaDoc to prefill a document with values.

    1 vote

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