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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
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  4. In short PandaDoc didn't confirm that I would be charged when I clicked the button. It just said that I would need to upgrade. I felt kinda shady or unethical.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  5. 1 vote

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  6. integrate with AccuLynx

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  7. A way to clone current account roles and edit their permissions for custom account roles

    1 vote

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  8. My company uses Theralytics to manage ABA Therapy Employee Documents & Billing . We use Gusto for Payroll & Employee Documents as well. When I collect new employee forms it would be awesome to move them to the Gusto & Theralytics files instead of downloading them all separately and then uploading them to the two other platforms. Additionally, we are interested in using the credit card collection tools in Pandadoc but concerned about the fact that it won't integrate with Theralytics Invoice tracking.

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  9. 1 vote

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  10. Additional column for Deal ID to give customers ability to filter/group by Deal ID in CSV or show total number of quotes created from Pipedrive

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  11. The "Past Dates" and "Future Dates" options for the Date Field properties should not include the current date as an option for the user to select. For example, the Past Dates property for a Date of Birth should not allow the current date to be selected for the person(s) signing the document..

    1 vote

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  12. Adyen integration

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  13. We are looking to embed the userId as metadata on the form, so when we receive it via a webhook (either through PandaDoc or Zapier, whichever we choose), that information is in the payload.

    1 vote

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  14. Interested in using the Moneris payment option with PandaDoc

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  15. a way to export the custom role permissions into excel file

    1 vote

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  16. 1 vote

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  17. ability to create Stripe products from the Stripe payment integration

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →
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  18. change app language to Indonesian

    1 vote

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  19. export template title list per workspace

    1 vote

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  20. 1 vote

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