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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7202 results found

  1. Salesforce, link PandaDocs to a custom Salesforce object

    Salesforce link documents to a Custom Object, refresh tokens from the Customer object

    32 votes

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    3 comments  ·  Integrations  ·  Admin →
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    On Roadmap  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.


    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.


    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.


    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6


    Looking forward to our conversation!

    Thanks, Alex

  2. Have a "send reminder" PandaDoc API call.

    20 votes

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    Idea  ·  3 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. [Bulk action] Add tags to many templates in one click

    Add tags to many templates in one click

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  4. Edit notification message on PDF attachment

    Customizable message when automatically receives completed PDF document to signors.

    17 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. Working TOC in PDF files: clickable table of contents in PDF

    Working TOC in PDF files (after downloading).

    31 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Workable

    integration with workable

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Ability to forward document signing by forwarding notification email

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  8. Show the workspace name instead of the account name in email notifications

    3 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. HubSpot product description to be pulled into PandaDoc in a bulleted list

    Ability to have product description in the pricing table pulled from HubSpot in a way it is inside the HubSpot in the product description. ex: Bulleted points.

    14 votes

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    Idea  ·  1 comment  ·  Integrations - HubSpot  ·  Admin →
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  10. Let the customer select optional items in pricing tables without assigning a field

    I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field

    27 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  11. Zapier keeps formatting of a pricing table description

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Sugar CRM: Pull information from 2 different objects at the same time

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Disable the automatic grids (blue guidelines) in Editor: arrange (place a block in front of/behind another block) on a default (blank) page

    when you make one text field wider than another text field and then you want to make the wider text field the same size as the smaller text field
    it doesn't snap to the lines (blue guides)

    22 votes

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    Idea  ·  10 comments  ·  Content Editing & Design  ·  Admin →
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  14. Upload a document option directly from contacts tab in EV2

    Upload a document option directly from contacts tab like in EV1

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  15. Ability to add optional items as in pricing table to the simple table

    Ability to add optional items as in pricing table to the simple table

    3 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  16. Text formatting in a mobile app

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  17. Disable Finish Button

    Disable Finish option (when completing the document).

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  18. Reduce the header and the footer's size below 0.4 inches

    4 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

    The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.

    19 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Connect to Multiple Hubs in Hubspot per workspace

    We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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