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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6299 results found

  1. When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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    • Multiple font weights
    • Letter spacing
    • Ligatures
    • Typekit fonts support
    3 votes

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  2. Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  3. User would like to have an ability to integrate with Pipeline Deals CRM.

    3 votes

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  4. Compatibility with external signature pads i.e. topaz signature pad

    3 votes

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  5. We have a document where the number of people signing can vary, and we usually don't find out how many people are signing until the document has been sent.

    It would be ideal if additional signatures could be added once the document has already been issued, in particular if additional people get added to the document.

    3 votes

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  6. description of the pricing table item transferred to Xero invoice

    3 votes

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  7. The ability to see what kind of device your recipient used when signing/opening the document

    3 votes

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  8. 3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  9. A direct integration with Dropbox which will allow users to access it via Settings > Integration in a workspace.

    3 votes

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  10. inDesign compatibility

    3 votes

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  11. Bulk change document owner ability

    3 votes

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  12. Limit credit card options that customer can select from when using CC to pay invoice

    3 votes

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    Idea  ·  1 comment  ·  Payments  ·  Admin →
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  13. When selecting to print a document, instead of printing the entire contract, have the ability to select a page or a range of pages. Ex. page (7) or range of pages From "x" to "y" (3-5)

    Some documents can be very large and the print option can take a long time to turn results. Selecting a specific page or range of pages would be helpful.

    3 votes

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  14. Intergrations with ATS, (Paycor)

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. 3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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  16. Show "Time to Close" in HubSpot sidebar once the document has been "completed". This will help us more easily cross-reference deal amount with time to close.

    3 votes

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  17. 3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  18. When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table

    3 votes

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  19. Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    3 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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