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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6754 results found

  1. Be able to link with Free Agent as well as Quickbooks.

    1 vote

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  2. The current Video workflow requires you exit Panda doc to search for a video url, then copy paste.

    It would be far easier to search YouTube from within Panda doc.
    If you could limit the scope of search to a specific account even better.

    1 vote

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  3. create sub account for another user under the current active account and that user should not be able to view older documents signed

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Can we get the capability to use the PandaDoc API to get the Stripe Customer ID

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. null is not read by the system while creatding docs from templates via API, but it should be fixed

    1 vote

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    0 comments  ·  API  ·  Admin →
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  6. Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.

    This would mean the ability to actually sign a check in PandaDoc for processing.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  7. When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.

    1 vote

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  8. Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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  10. When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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  11. Looking for a data entry tool. Complex chart cataloging

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  12. use the forms feature with Nimble integration

    1 vote

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  13. When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
    ex. renewal agreement attached to a qbr

    1 vote

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  14. Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.

    1 vote

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  15. if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.

    1 vote

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  16. 1 vote

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  17. Instead of delivering a link to the document display the document within the email itself.

    1 vote

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  18. When documents are completed send data to credit agency for approval

    1 vote

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  19. Notifications for several PandaDoc workspaces using MS Teams

    1 vote

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  20. 1 vote

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