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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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1171 results found

  1. Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.

    1 vote

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  2. 1 vote

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  3. 1 vote

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  4. Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

    2 votes

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  5. SmartSuite integration.

    3 votes

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  6. We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.

    1 vote

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  7. Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.

    1 vote

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  8. Ability access other workspaces for document and template creation via the API

    1 vote

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  9. Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
    This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?

    1 vote

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  10. Fields in the webhook response to appear in the alphabetical order. At the moment they are listed randomly.

    1 vote

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

    1 vote

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  12. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    5 votes

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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. Have a way to upload exported data from Docusign to PandaDoc.

    2 votes

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  17. 1 vote

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  18. When a user is blocked from directly editing a document, they are also blocked from importing data from the CRM. THis is to suggest an option so these users can import, without being able to directly edit.

    3 votes

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    • Official Ruby SDK in our website
    1 vote

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  19. 1 vote

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