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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.

    This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.

    4 votes

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

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

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  3. Do suggestions and turn on suggest edits through the API automatically

    2 votes

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  4. ex. tokens, fields, and custom data points
    sync/trigger: When a SOW IS SENT - can it close out a task in ServiceNow and upload a completed document into SN for everyone to view.
    Current workflow:
    documents start in Sharepoint - modified by team, then PD created outside of ServiceNow then pushed into ServiceNow when completed.

    4 votes

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  5. Add additional status in between Waiting for payment and Paid such as Payment Submitted"

    3 votes

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  6. ability to integrate Calendly

    4 votes

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  7. To be able to Get the total number of the documents within a status ( different statuses) via API

    https://pandadoc.zendesk.com/agent/tickets/469921

    2 votes

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  8. We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.

    We are using the Zapier plugin of PandaDoc to generate documents with data etc.

    But we are not able to use this security function on those documents.

    I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.

    I like PandaDoc and i would…

    4 votes

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  9. API call that will change the document status from Sent/Viewed/Completed to Draft similar to the option below:
    We have the option in PandaDoc to edit the sent document manually (https://support.pandadoc.com/hc/en-us/articles/360042659113-Edit-sent-documents), so the document status will become Draft.

    2 votes

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  10. Option to have Monthly Recurring Revenue token in HubSpot

    3 votes

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  11. 10 votes

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  12. The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint

    3 votes

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  13. 2 votes

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  14. Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.

    3 votes

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  15. Automations for Monday CRM.

    3 votes

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  16. Ability to bulk upload documents from a shared Google drive into a PandaDoc workspace.

    2 votes

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  17. default payment app across all documents, templates and forms

    2 votes

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  18. 2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.

    2 votes

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  19. 9 votes

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  20. 3 votes

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