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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6795 results found

  1. Add payment status to the document.

    Add payment status to the document itself.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  2. Webhook History: Add Document UUID Column

    When trying to find a webhook related to a document, the current setup is incredibly inefficient. The only way to find a document is based on the time & date stamp. The other filters are okay, but, not enough to make our jobs easier.

    Please not only show the Document ID but also provide a means to filter based on it.

    Date filter is not that great. The window of time jumps from 1 to 4 to 12 to 24 to 168 hours. Who's idea was this? Give your developers something that helps them.

    As an exercise to prove my…

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. Integrate PandaDoc with Salesforce Starter Edition

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  4. E-biz payment gateway

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  5. Pass currency from various objects in Salesforce, not only Opportunity

    We have pricing tables based on other objects (e.g. quotes, orders, custom objects). The recently released solution which passes currency from Salesforce opportunities to PandaDoc documents is nice, but it does not cover our needs. We don't create any pricing tables from Opportunities. Also, basing currency on the user's locale is not a solution for us, as currencies are product-specific, not user-specific. And it would be ideal to minimize the number of templates we need to create by having the currency automatically passed through.

    (here is the link to the recently delivered idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40965565-pricing-table-currency-based-on-salesforce-opportu)

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Edit sent document via API

    Option to change the document status to Draft via API

    6 votes

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    2 comments  ·  API  ·  Admin →
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  7. Rooms for Salesforce

    Ability to Integrate Rooms with Salesforce

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  8. Salesforce automations: Draft status as a trigger to move a document to notes and attachments

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

    78 votes

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    14 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  10. Disable workspace banners

    The ability to disable the banners that pop up in the workspace (unrelated to billing banners).

    i.e attached image

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. [Pricing table] option to change the size of the image

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Integration with SAP (S4HANA)

    Integration with SAP (S4HANA)

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Exclusive Folder Sharing Capability for Specific Users

    Customer would like to have an option to share folder containing document to a specific user only

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  14. "Created by me" search in templates

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Global setting to update all users profile images to a company logo and prevent users from updating the image.

    Global admin setting to update all users profile images to the company logo and prevent users from updating the image.

    They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.

    Global branding for their company

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Ability to set a minimum quantity the recipient must choose in Quote Builder

    Ability to set a minimum quantity the recipient must choose in Quote Builder

    5 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Ability to see who viewed the document on JSON response when it is created through API

    Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. Customize Knowledge Based Authentication

    Knowledge Based Authentication : Setup a customized questions for clients to answer

    1 vote

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    0 comments  ·  Security & Compliance  ·  Admin →
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  19. HubSpot template extension: ability to set Company and Contact objects as a 'source object

    HubSpot template extension: ability to set Company and Contact objects as a 'source object'

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  20. Variables: List Value

    Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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