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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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    1. It would be great to receive a notification from BambooHR as a reminder when the record is created since we have to manually add more information.
    2. The Information that can be pulled into the employee record in BambooHR from the PandaDoc document are too little compared to the many others we have to manually add. It would be great to have more info automatically added
    2 votes

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  1. 2 votes

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  2. Be able to set up a dropdown so that its filled with information FROM Salesforce, and the updates back IF the customer changes value.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Ability to automatically send a document/form to be signed by the client and have it accompanied by two "boxes" in which they can attach a photo. Then have it download as a PDF

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Inbox: Mark all as read at once

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  5. in-person signing via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  6. Allow empty value on radio button option

    2 votes

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  7. An option to import and select any font, and then alter which weight of that font you want.

    For example, I have imported a font called ‘Archivo’ from Google fonts, but I can only use and see a single weight. Whereas the font is available with the following weights;
    - light
    - Regular
    - italic
    - semi bold
    - semi bold italic
    - bold
    - bold italic
    - black
    - black italic

    As of now, PandaDoc only allows the use of one for every imported font.

    2 votes

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  8. 2 votes

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    1 comment  ·  Other  ·  Admin →
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  9. "To include the Sent At and Last Seen date for all recipients within either the Webhook Response or the Document Details Api"

    2 votes

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    0 comments  ·  API  ·  Admin →
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  10. adding Laos (KIP) currency in pricing table

    2 votes

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  11. conditional smart content for images to populate in pricing tables
    Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.

    2 votes

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  12. Do not require the Type column when mass importing to the product catalog

    2 votes

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  13. Ability to link a document to the HubSpot profile, as well as the deal

    2 votes

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  14. The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

    2 votes

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  15. Ability to assign multiple users in 1 field

    2 votes

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  16. A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. The ability to add a default sequence to documents without having to configure the sequences within settings.

    2 votes

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  18. Ability to move documents to another contact in PandaDoc Contacts

    2 votes

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  19. I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.

    2 votes

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