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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically

    3 votes

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  3. Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  4. 3 votes

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  5. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    3 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  6. The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.

    3 votes

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  7. A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  8. 3 votes

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  9. Support uploading vector graphic such as logos in eps format.

    3 votes

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  10. 3 votes

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  11. The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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  12. resize textfield to make smaller in ev2

    3 votes

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  13. 3 votes

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  14. 3 votes

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  15. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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  16. I created a Content Library Item from a template. Then I created a "Smart Content" item which auto-populates with the CLI if a certain variable is set to "Yes".

    2 votes

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  17. Have the ability to download a Template while the Initials and Signature fields are showing, even when blank.

    2 votes

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  18. View the usage credits used with Make.com documents in Settings, to be able to know how many documents were created using Make

    2 votes

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  19. Currently, this can only be done with Opportunities. Would like the option to do it with a Lead

    2 votes

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  20. Have the ability to filter all documents, not just by "Sent", "Created", and "Completed".

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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