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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6299 results found

  1. Option to have integration with Podia so the recipient gain automatic access to our courses upon payment

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  2. Option to have integration with Skool so the recipient gain automatic access to our courses upon payment

    1 vote

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  3. 1 vote

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  4. Our Customer Success team must approve contracts as our SaaS solution is customized to our customers needs. We would love the ability to automatically include a template when contracts are sent for approval. This will allow the Sales Rep to include relevant Customer Success details so the CS team can approve without looking through the contract.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  5. Have the possibility to enable the entire options section (so we don't have to select each item individually within the section)

    1 vote

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  6. The ability to create button with a background color, form (rounded or square), and also hyperlinked/ anchored linked to another page. Some

    1 vote

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  7. Option to update recurring billing date for the line item when using "Update HubSpot deal products whenever a document’s status is updated" automations

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  8. 1 vote

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  9. 1 vote

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    0 comments  ·  API  ·  Admin →
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  10. 1 vote

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  11. Ability to pass variables' values back to HubSpot if any of the vairables' values has been manually adjusted after the document creation.

    1 vote

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  12. Customer would like to have the form feature to be mobile ready/adaptive form for signing

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  13. Customer would like to pass product text column to PT from HubSpot

    1 vote

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  14. 1 vote

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  15. Customer would like to have the ability to take out the template or document view from the SalesForce app on their iPad

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Option to see the SKU of the bundle products in the bundle itself

    1 vote

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  17. We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  18. Option to link products from CRM to the Catalog in PandaDoc. So you can select CRM products in the pricing table the same way you select products from Catalog.

    1 vote

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  19. 1 vote

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  20. 1 vote

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