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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. It feels like I have process countless more webhooks just to listen for the creation of a document. This is expensive. I wish there was a way to only receive webhooks on the CREATION of documents so I don't have to process all the webhooks. It saves money.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. When you create a quote in Quote builder - you have sections you can create.
    Imagine where you have
    Section A - with a total of $100
    Section B - with a total of $200
    Section C - with a total of $300

    once you build your quote and then go into the doc
    it would be great to access those values via variables
    for example
    [Section A.Total]

    Right now I can only get
    [Quote 1.Total]

    This would help build out pricing tables and summaries in the document that reference the quote.

    1 vote

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  4. ability to retrieve signers IP address from a webhook

    1 vote

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    0 comments  ·  API  ·  Admin →
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  5. I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)

    3 votes

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  6. Right now, you are unable to link one PandaDoc document to multiple salesforce opportunities.

    This is a requirement for an organization's internal workflow.

    4 votes

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  7. Option to prevent the document numbering sequence from running when a previously executed document is duplicated.

    2 votes

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  8. We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.

    2 votes

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  9. 2 votes

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  10. A way to automatically delete fields from an assignee when removing such assignee/role from the document.

    2 votes

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  11. Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.

    2 votes

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  12. Make the download option available on the Home dashboard.

    3 votes

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  13. To be able to use variable to auto-populate names of the signers added in the recipient group

    3 votes

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  14. Add a category column to the pricing table

    2 votes

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  15. Option to edit shared temlate

    2 votes

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  16. Option to bundle several templates from the Template tab under Rooms

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  17. The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  18. 4 votes

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  19. Ability to Integrate Rooms with Salesforce

    7 votes

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    0 comments  ·  Rooms  ·  Admin →
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  20. Input that is added to a variable will fill in the matching data field

    3 votes

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    0 comments  ·  Other  ·  Admin →
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