Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Unchecked boxes disappear once sent to client

    Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.

    1 vote

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    0 comments  ·  Document Editing & Design  ·  Admin →

  2. Integration with WooCommerce

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  3. Review the content of sent documents in Salesforce

    Review the content of sent documents in Salesforce directly.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  4. add individual attachments in Bulk send

    1 vote

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    0 comments  ·  Document Editing & Design  ·  Admin →

  5. Automatically mark PD domain as safe sender

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

  6. SDK/API Integration with RDB Now

    Integration with RDB Now

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  7. Hubspot - documents created from an object show up under other objects associated with this object

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  8. Add a field automatically when a PDF is uploaded to PandaDoc

    1 vote

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    0 comments  ·  Document Editing & Design  ·  Admin →

  9. Import data from Dell quote

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  10. Zapier-MoneyBird Integration: import products

    Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  11. Accept Button before signing

    Button accept before signing the document from the clients' side.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

  12. Hubspot contact in a deal to be auto assigned to a role

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  13. automatically include signature to the documents created and sent via API.

    1 vote

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    0 comments  ·  API  ·  Admin →

  14. Make items (with optional enabled) be mandatory

    1 vote

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    0 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →

  15. Remove Email Notifications When Sending on Behalf

    Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

    1 vote

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    0 comments  ·  Other  ·  Admin →

  16. Access contacts list on mobile app

    1 vote

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    1 comment  ·  Mobile  ·  Admin →

  17. Ability to bulk download all signed documents from HubSpot

    1 vote

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  18. Make text blocks transparent

    1 vote

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    0 comments  ·  Document Editing & Design  ·  Admin →

  19. Ability to view all documents created in HubSpot in any object

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  20. Field Map to EV1 PDF's

    Customer would like field mapping for EV1 pdf uploads

    1 vote

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    0 comments  ·  Document Editing & Design  ·  Admin →
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