Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 17 votes

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  2. When creating a document from a CRM it brings over the products into the pricing table based on sequence number. II'd like to choose how the table is sorted.

    4 votes

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  3. integrate with Pabbly Connect

    11 votes

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  4. Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.

    • Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.

    https://dynamics.microsoft.com/en-us/dynamics-and-teams/

    2 votes

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  5. possibility to integrate Wise (payment method) to Pandadoc

    4 votes

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  6. Salesforce Rich Text Fields format copying

    I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!

    10 votes

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  7. A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    6 votes

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  8. 2 votes

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  9. PandaDoc cannot be used with documents that contain Hebrew via the API.

    Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.

    Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
    Additionally, sometime PandaDoc adds an extra space before/after the field name.

    This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…

    7 votes

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  10. 2 votes

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  11. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    8 votes

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  12. 2 votes

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  13. all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)

    149 votes

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  14. Export documents/proposals from Apple's Pages directly into PandaDoc.

    2 votes

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  15. Auto-populate the template role with the contact information from monday.com upon document creation

    4 votes

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  16. 2 votes

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  17. 2 votes

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  18. "We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow" - juanc@belmont-trading.com

    2 votes

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  19. 2 votes

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  20. Add Cybersource as payment integration

    2 votes

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