Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The option to pull the info to a regular table (not pricing) via API.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  2. can i hook a SQL server up to this program?? I just want to be able to link my server to the form, for auto population and features, communication back and forth, to and from the document

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  3. Improve the Recipient view Call to action at bottom of signing experience. Black bar should not hard parts of the document.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  4. 1 vote

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  5. I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    1 vote

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  6. 1 vote

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  7. Allow a small period of time between converting a completed document into a draft before requiring the user to send the document again. Basically, allowing them to change the status back to 'Sent' without the customer having to be notified.

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. the chat needs to have date and time, to track developments on a sheet for EV1

    1 vote

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  11. Be able to invite users to PandaDoc via text message.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  12. The notification that you are about editing the template.

    1 vote

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  13. The option to show all the drop-down menu items in PDF downloaded.

    1 vote

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  14. 1 vote

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  15. An ability to set a custom folder design within the documents/templates tab - to change the color from grey to any other color

    1 vote

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  16. Automated navigation bar. Below is an example of a navigation bar that includes the names of every page in the proposal document. Again, we have to manually update this each time we add/remove a page which when you have 30+ pages, means you have to update it 30+ times. Is there a way that we could build automation into the headers on each of our pages that will automatically update it on the left hand side?

    1 vote

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  17. Fee option in Ev1.

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  18. CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  19. Warning that client is leaving the embedded signing experience when clicking on our privacy link.

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
  20. 1 vote

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