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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. 1 vote

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  4. Being able to upload the source doc and define the fields via page number and x,y coordinate values would be useful.

    1 vote

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  5. 1 vote

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  6. I want to add content to a document through the pipedrive integration or zapier that will add items from the content library

    1 vote

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  7. 1 vote

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  8. It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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  9. 1 vote

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  10. API call for link2CRM for MS Dynamics

    1 vote

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  11. 1 vote

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  12. is there a way to automatically find the form fields or detect the form field's name so we can add it to the code dynamically?

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. Optionn to store web base items like logo, images, reciept etc that has expiration.

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. Change the title of an email using API

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  19. 1 vote

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  20. Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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