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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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118 results found

  1. It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.

    2 votes

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  2. Can update some field using api

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. Have HR systems integration, preferable Bambu HR

    2 votes

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  4. The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.

    3 votes

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  5. Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.

    1 vote

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  6. Seemingly it is not possible to generate signing links via the API. This should be a feature

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    5 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →
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  8. 1 vote

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  9. PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.

    Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. 1 vote

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  11. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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  13. Merge images into a document via API

    4 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  14. API support for document bundles

    42 votes

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  15. Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

    2 votes

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

    3 votes

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  18. Customers would like to have ability to integrate with their HR tools like Greenhouse

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. 0 votes

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    An email address can be validated with text field validation functionality. You can easily configure that in the template and then a document won’t be sent if at least 1 validation is failed.

  20. 6 votes

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