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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6433 results found

  1. The ability to generate a few or more API keys for a single workspace.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. Can I add an attachment to that message while in the PandaDocs environment?

    (email body before sending document via email)

    2 votes

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  3. Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  4. Google analytics integration.

    1 vote

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  5. add a document value custom amount to the template on PandaDoc mobile app

    When I use a template on a mobile device to create a document, there seems to be no option to input the custom amount I wanted to collect for payment. On the web version I click the currency value top left, but I can't see this on the app

    https://pandadoc.zendesk.com/agent/tickets/430186

    1 vote

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  6. 1 vote

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  7. In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.

    1 vote

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  8. Option to check how many views the Form link has (without reponses).

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  9. Currently, the signing order can only be set within the template, but we want to use different pre-selected content blocks for different numbers of signatories. Can the order option be added to pre-selected content? Currently, the only option is to add roles, which all receive the doc at the same time.

    1 vote

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  10. Smart Content to work with uploaded pages

    5 votes

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  11. a separate Send action in Zapier

    2 votes

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    0 comments  ·  Automations  ·  Admin →
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  12. A feature to reminder for renewals to various recipients will be great!

    4 votes

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  13. Native integration with Oracle CPQ

    1 vote

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  14. Ability to adjust the variables' value (first/last name) if a document gets forwarded by the recipient,

    4 votes

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  15. 4 votes

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    1 comment  ·  Other  ·  Admin →
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  16. I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…

    4 votes

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  17. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    6 votes

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  18. 4 votes

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  19. 4 votes

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  20. Conditional smart content: be able to populate a variable in PandaDoc whether the custom field is filled out in SFDC or not. If blank, no action required. If populated, please route information to the PandaDoc.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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