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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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136 results found

  1. Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  2. to be able to use dropdowns as tokens in hubspot integration

    5 votes

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  3. 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 →
  4. When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.

    5 votes

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  5. 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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  6. change document owner in API.

    5 votes

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

    5 votes

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

    5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  9. 5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  10. Option for Radio buttons on API [field tags]

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

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  11. 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 →
  12. Merge images into a document via API

    4 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  13. increasing the current API rate limits for pdf upload and template creation

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
  14. SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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

    4 votes

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  16. 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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  17. 4 votes

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  18. 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.


  19. PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.

    4 votes

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  20. 3 votes

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