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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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118 results found

  1. change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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  2. Have ability to upload images using Editor 2.0 API

    5 votes

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  3. Ability to create / combine multiple documents or content items into a single larger document.

    5 votes

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  4. 5 votes

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  5. Option for Radio buttons on API [field tags]

    • will allow the user to use Radio buttns on API
    4 votes

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  6. 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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  7. Merge images into a document via API

    4 votes

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  8. increasing the current API rate limits for pdf upload and template creation

    4 votes

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  9. 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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  10. 4 votes

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  11. The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot

    4 votes

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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 


    To achieve that, in the template pricing table, hide the Name column. Then, click on the plus sign on the right side of the pricing table and under "Add hidden", select the Name column, but not the Description column.


  12. 3 votes

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  13. 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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  14. 3 votes

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

    3 votes

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

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →
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  17. Multiple sections in pricing tables Ev2 (API).

    3 votes

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  18. Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. 3 votes

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  20. The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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