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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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60 results found

  1. Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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  2. Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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  3. 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

    1 vote

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  4. Ability to link non-draft documents to CRM records.

    56 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  5. pass variables/a variable to the document name through zapier

    3 votes

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  6. change document owner in API.

    5 votes

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  7. Ability to create a document via the API with a docx file type instead of a PDF file type.

    4 votes

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  8. Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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  9. Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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  10. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    16 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  11. 10 votes

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  12. 25 votes

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  13. Set signing order in API call (for documents created from PDFs).

    12 votes

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  14. When you pass a price, it's format should be passed too

    27 votes

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  15. 12 votes

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  16. Have ability to upload images using Editor 2.0 API

    5 votes

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  17. 1 vote

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  18. get the Document ​completion date via Public API

    1 vote

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  19. Multiple sections in pricing tables Ev2 (API).

    3 votes

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  20. Integrations: Support custom product fields in Pipedrive

    1 vote

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