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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1070 results found

  1. When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.

    1 vote

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  2. 1 vote

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  3. Have a document first paid and then go to completed stage
    Some customers complete the doc but don't pay

    1 vote

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  4. I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?

    1 vote

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  5. The ability to integrate the documents response to analytics tool such as power bi dashboard / Enhance the API data to provide the required fields by AWR

    1 vote

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  6. Numerical field in Pipedrive can display float values (e.g 10.5), but PandaDoc does not recognize floats, only integer values.

    The customer would like to be able to use float numbers to pass them to PandaDoc variables

    1 vote

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  7. Ability to pass both formats of taxes simultaneously

    1 vote

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  8. Support OpenID connect via Oauth flows.

    1 vote

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  9. mask payment info from some users

    1 vote

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  10. RESCO CRM

    1 vote

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  11. Basically we're looking for an opportunity to use PandaDoc for our on-site final paperwork so we can collect payment at the end of the service. Swiping a card has a smaller processing fee than keying it in directly, so if we had the option to swipe a card instead of key it in, we would want to use that.

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    1 vote

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  15. 1 vote

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  16. Make a "if-condition" for the tokens-variables from Pipedrive.
    An example would be:
    If [Deal.ContactPerson.Email] is Empty then some condition comes.

    1 vote

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  17. Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    1 vote

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  18. Multiple types of bulk-send features available to the customer, depending on what kind of document they are sending. Having tiered options for customers depending on the type of document sent. Similar to our API structure

    1 vote

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  19. api call has the ability to decline document

    1 vote

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  20. 1 vote

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