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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7326 results found

  1. Sage 200

    Integration with accounting software like Sage 200

    5 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. Retroactively Attach PDF in Salesforce Opportunity

    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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  3. multiple choice with Zapier

    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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  4. Google Slides

    integration with Google Slides

    6 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    18 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Admin →
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  6. Create editable documents from a PDF via API

    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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  7. send emails from the Company name

    Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    20 votes

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    Idea  ·  5 comments  ·  Recipient Experience  ·  Admin →
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  8. A document reference number to use for locating/identifying a document within PandaDoc-that can also be referenced by PandaDoc Support team

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. HMAC 512 version for Webhooks

    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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    0 comments  ·  Integrations  ·  Admin →
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  10. Bitrix24

    Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  11. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    Auto Place fields even without field tags.

    21 votes

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    Idea  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Support ticket log

    Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. Edit profile info in the mobile app

    The option for the client to have the same settings as the webapp in the moblie app.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  14. Conditional logic for Hubspot

    Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

    5 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  15. Badge numbers iOS

    Please fix the bugging badge numbers on iOS. It’s impossible to reset them.

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  16. Increased document total after auto-renewal

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Automatically Calculate Exchange Rate

    Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    9 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  18. Create a Video Links Library

    It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Set client's default email subject (automatic subject)

    Set client's default email subject (instead of X has sent you the document).

    102 votes

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    11 comments  ·  Recipient Experience  ·  Admin →
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  20. Automatically remove users from PandaDoc

    Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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