Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. When documents are completed send data to credit agency for approval

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  2. Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.

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  3. 1 vote

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  4. We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

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  5. Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

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  6. Theoretically you can add a CC to any created document on Zapier pulling the form from Hubspot. But in reality Pandadoc do not allow to send the document in CC while the creation was initiated visa Zapier. Need to allow CC recipients in Pandadoc when trigger by a zapier task.

    1 vote

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  7. Dynamically pull images/field data from LogicGate program

    1 vote

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  8. 1 vote

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  9. MFile integration - upload PDF file into MFile

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  10. When sending a document via the pandadoc API it is useful to set the replay to email per document. This way the emails can be routed to an individual vs a system user.

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  11. Improving the quality of how the PDF is displayed when creating documents from a PDF via API. As of the moment the PDF in the generated PandaDoc document looks a little bit blurry due to the fact that once the document is created from a PDF via API, the PDF is converted to an image so that for the purpose of preserving all the data within the PDF and correspondence of fields placement in the generated PandaDoc document, and thus the quality is affected to some extent

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  12. Set up field height and width while creating documents from a PDF via API

    1 vote

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  13. Have a possibility to display document in the status draft via API.

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  14. Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.

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  15. API Strongly typed language

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

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  17. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    1 vote

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  18. 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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  19. Support OpenID connect via Oauth flows.

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  20. API to download pandadoc document in docx format.

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