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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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1386 results found

  1. Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)

    1 vote

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  2. 1 vote

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  3. Integration with Halo PSA

    1 vote

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    • Official Ruby SDK in our website
    1 vote

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  4. 1 vote

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  5. 1 vote

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  6. 1 vote

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  7. Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.

    1 vote

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  8. Reporting feature in API

    get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing

    1 vote

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  9. Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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  10. Our (create) linked-objects API call only allows for a subset of compatible CRM objects.

    We should match all of the compatible CRM objects that our CRM AddOns are configured for.

    For Hubspot, that would be:
    * Contact
    * Company
    * Deal

    For PipeDrive, that would be:
    * People/Person
    * Organization
    * Deal

    If we can link to the object from the AddOn, then our API should handle it as well. The allowable Salesforce objects seem to follow this model by allowing for multiple objects/tables.

    1 vote

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  11. 1 vote

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  12. Option to setup which PandaDoc activity is shown in HubSpot activity feed. For example, show only sent documents.

    1 vote

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  13. we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.

    https://pandadoc.zendesk.com/agent/tickets/469208

    1 vote

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  14. I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.

    1 vote

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  15. Option to restrict access of document without deleting it using API

    1 vote

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  16. Integration with Orecs

    1 vote

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  17. 1 vote

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  18. 1 vote

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  19. Option to remove watermarks from Documents generated from Free Sandbox.

    Will allow the user to remove watermarks from Documents generated from Free Sandbox.

    1 vote

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