Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. integration with Procore to create and send documents

    3 votes

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  2. Ability to edit existing documents through HubSpot integration instead of just PandaDoc.

    3 votes

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  3. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
  4. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    3 votes

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  5. allow payment forwarding after another recipient signs to a user this isnt a recipient

    3 votes

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  6. update and  lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again

    3 votes

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  7. Editor 2.0 : make CC field work with other payment gateways.

    3 votes

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  8. Populate Discount value from Microsoft dynamics to PandaDoc directly (without JS).

    3 votes

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  9. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
  10. Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.

    3 votes

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  11. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
  12. When there is more than one signer, the document has to be completed by all first, and only then it can be paid. The ability to show the payment option right after the payer signs and completes the document would help them process the payment faster.

    3 votes

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  13. 3 votes

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  14. 3 votes

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  15. wants pricing table descriptions in the table to have the ability to have a plus sign or dropdown to see the descriptions since some of them are very long.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
  16. 3 votes

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

    3 votes

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  18. Allow to preassign cerain positions for signatures in the documents of similar format when using google docs addon.

    2 votes

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  19. Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.

    2 votes

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  20. Integration with accounting softwares like Sage 200

    2 votes

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