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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. a button to push edits to salesforce would be useful as well as the existing button that updates the document from salesforce data.

    2 votes

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  2. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    3 votes

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  3. HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.

    1 vote

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  4. if I use 21 Px on panda it downloads as 15.5 Pt size in a Downloaded .docx

    1 vote

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  5. PandaDoc opens in a new tab - rather than in the frame in Zendesk Sell for editing (or the link is generated and sent to make editing the documents easier and faster)

    2 votes

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  6. Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

    2 votes

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  7. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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  8. Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. 1 vote

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  10. Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.

    1 vote

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  11. Generate a list (CSV) of the recipients who have completed the proposal.

    6 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    10 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  13. Ability to retroactively apply/attach a PDF version for previously completed documents in Salesforce Opportunity.

    4 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. pull the information that client selected with multiple choice with Zapier

    8 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  15. integration with Google Slides

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. It would also be great if the PDF created via the API (either via the field tags or form fields already on the document) didn't have its text converted an image. The PDF that is generated via the API comes out looking fuzzy and the text cannot be highlighted anymore.

    4 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  17. 7 votes

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  18. 1 vote

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  19. On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?

    1 vote

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  20. The page size of pages imported from Canva should corelate with PandaDoc page size format.

    14 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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