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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6398 results found

  1. Set a date range for recipients to choose from on date fields

    3 votes

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  2. ability to have a tool that can be used for PDF comparison. Compare Files feature in Adobe Acrobat

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Specify the currency for the pricing table in the document when creating the document via API

    4 votes

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    1 comment  ·  API  ·  Admin →
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  4. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  6. Option to disable the option to not have users create documents from template gallery if they haven't gotten approved.

    1 vote

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  7. 1 vote

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  8. When writing more details about a product on a existing table the text is fixed to a fainted grey, and not designable such as other options, issue is when the document is printed its very hard to read and view

    1 vote

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  9. Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.

    1 vote

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  10. The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.

    1 vote

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  11. Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.

    We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:

    PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/

    However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  13. Increase number of documents uploaded at one time in PandaDoc Notary. Instead of 10, maybe 20.

    4 votes

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  14. Pull in info via tokens with Active Campaign integration

    10 votes

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  15. Would like to see a supported PD integration with Planning Center.

    1 vote

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  16. 1 vote

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  17. Increase branding logo resolution on automated emails from PandaDoc

    6 votes

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  18. Ability to add more than one custom font to a theme. Right now you can only add one, and sometimes need to add different styles of the same font, or different purchased fonts to one doc.

    18 votes

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  19. Possibility to edit Template background from Template gallery. The feature request could be that it's possible to change the background if it was created by an existing file (ppt/pdf/...).

    5 votes

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  20. 5 votes

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