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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. Ability to set up data merge for documents in Zapier.

    1 vote

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  3. Limit the list of domains from which API requests are being sent

    1 vote

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    0 comments  ·  API  ·  Admin →
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  4. The option to re-open approved/rejected suggestions, like with comments.

    1 vote

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  5. The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.

    1 vote

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  6. Ability to choose pricing recurring billing period from annually to 2 years or more.

    3 votes

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  7. When sending out a PandaDoc, it would be nice to have the email message logged in SalesForce so reps can track all docs that have been sent for each opportunity and the messages that were sent out with the docs.

    3 votes

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  8. In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.

    2 votes

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  9. [API] call that will allow customizing the recipient's view.
    For example, change the color of button "Start signing".

    4 votes

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    0 comments  ·  API  ·  Admin →
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  10. 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

    5 votes

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    0 comments  ·  API  ·  Admin →
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  11. Would like to have a PD option to remove HTML tags across the variables in SalesForce.

    1 vote

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  12. When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc

    1 vote

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  13. 1 vote

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  14. Catalog item names restricted to 120 characters

    3 votes

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  15. Ability for other user to receive notification of an eForm aside from the initiator or publisher

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Create an Approver filter in the document list

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. Display the email of the secondary form recipient for the published form under the form roles.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  18. Ability to set document layout for all the uploaded documents.

    7 votes

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    • feature that will allow the user and signer to access pages quickly through out th proposal
    1 vote

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  19. Ability to resize pricing table rows.
    Ability to resize the whole pricing table size to be smaller to fit on the page.
    Resizing columns is already possible.

    24 votes

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