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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1123 results found

  1. Ability to pass both formats of taxes simultaneously

    1 vote

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  2. Support OpenID connect via Oauth flows.

    1 vote

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  3. mask payment info from some users

    1 vote

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  4. RESCO CRM

    1 vote

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  5. 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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  6. 1 vote

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  7. 1 vote

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  8. 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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  9. 1 vote

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  10. 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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  11. 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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  12. 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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  13. api call has the ability to decline document

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 1 vote

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  17. 2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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  18. 1 vote

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  19. paperform native integration: pull data from new submission to the doc

    1 vote

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  20. 1 vote

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