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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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1177 results found

  1. 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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  2. Integrate with Confluence to add digital signatures to Confluence pages.

    1 vote

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  3. [API] call that will allow customizing the recipient's view.
    For example, change the color of button "Start signing".

    1 vote

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  4. 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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  5. 1 vote

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  6. Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    4 votes

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  7. Option to have webhook event for the expired link (if the document link expires)

    2 votes

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

    1 vote

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  9. Our current implementation does not allow us to list subitem columns on the parent item variable list. Would like to be able to have them available as tokens.

    3 votes

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  10. To be able to Get the total number of the documents within a status ( different statuses) via API

    https://pandadoc.zendesk.com/agent/tickets/469921

    2 votes

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  11. 1 vote

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  12. API call that will change the document status from Sent/Viewed/Completed to Draft similar to the option below:
    We have the option in PandaDoc to edit the sent document manually (https://support.pandadoc.com/hc/en-us/articles/360042659113-Edit-sent-documents), so the document status will become Draft.

    2 votes

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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. Justworks PEO is an HR tool

    0 votes

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  15. 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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  16. we don't see where we can use the same integrated features with the iPhone and iPad version of Hubspot.

    2 votes

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

    1 vote

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  18. Ability to get credit card details from recipient without charging and the card details should automatically be saved to our Square account for future use.

    1 vote

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  19. Allowing Canva DOCS to be utilized in Panda

    1 vote

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  20. 1 vote

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