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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7202 results found

  1. notifications should be sent to everyone who was signed/received the document

    9 votes

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  2. Integration with Wrike

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  3. Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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  4. We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  5. Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. save initials in the account like signatures

    11 votes

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  7. 1 vote

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  8. 1 vote

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  9. 2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  10. 6 votes

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  11. Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.

    20 votes

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  12. Video autoplaying (without a need to press on it)

    7 votes

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  13. Page numbering in PDF starts from the first page, not with the cover page

    18 votes

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  14. 1 vote

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  15. 3 votes

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  16. Display uploaded files in the PDF ev1

    14 votes

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  17. I’m pretty confident I should be able to break through the Merge Field bit as I’m sure I’m just doing something daft, but I don’t see how the WebHooks work.

    When I provide an endpoint for PandaDoc to call, how do I set any headers or authentication? We don’t allow anything to make completely unauthenticated connections regardless of their origins. There’s mentions of shared keys that can be provided by Panda, but the challenge my end remains that if you cant authenticate with me, we wont even get as far as accepting the request.

    2 votes

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  18. ability to change the contact's name in the document

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  19. Customer wants to pre-select template to an oppurtunity so she doesn't need to select the template many times to create a document from an Oppurtunity in Salesforce

    16 votes

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  20. two separate documents side by side for editing

    5 votes

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