Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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  2. Ability to link non-draft documents to CRM records.

    56 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  3. Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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  4. Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    26 votes

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  5. 25 votes

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  6. Zendesk Sell Integration for EV2

    24 votes

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  7. Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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  8. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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  9. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    16 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  10. Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    15 votes

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  11. Salesforce mapping of products into different pricing tables

    15 votes

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  12. Set signing order in API call (for documents created from PDFs).

    12 votes

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  13. 12 votes

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  14. Add possibility to filter by Date Completed and by token value.

    10 votes

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    Please be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1
  15. 10 votes

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  16. A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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  17. 8 votes

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  18. 7 votes

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  19. Seemingly it is not possible to generate signing links via the API. This should be a feature

    6 votes

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  20. view API logs to see detailed errors and API history

    6 votes

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