Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Remove the name of the field automatically if there is no value for this field to pass through CRM (on condition that the name is left at the template level).

    1 vote

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  2. Zero CRM Integration

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    1 vote

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  6. CC recipients shown on the signature certificate.

    1 vote

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  7. 1 vote

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  8. Is there a way to have the editing tools displayed on the left side of the document instead of on the right hand side?

    1 vote

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  9. 1 vote

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  10. Have an ability to create a button "Please pay by clicking on the...."
    So you can drag and drop that button unde the pricing table and add text like "Please pay certain amount by clicking on the green button in the right top corner".
    As in some cases clients do not see the small green button to submit the payments.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  11. 1 vote

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  12. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    1 vote

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  13. 1 vote

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  14. How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  15. 1 vote

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  16. The option to make internal notifications (like X has viewed, Y has completed) appear in another language.

    1 vote

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  17. Signature certificate in another language (Dutch).

    1 vote

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  18. The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    1 vote

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  19. Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    1 vote

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  20. pass category field from ZOHO product into pandadoc pricing table

    1 vote

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