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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  3. 6 votes

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  4. Pass files from SalesForce attached files to PandaDoc document as attached files

    12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  5. Video autoplaying (without a need to press on it)

    7 votes

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

    18 votes

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  7. 1 vote

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  8. 3 votes

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  9. 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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  10. having an option to set up autoreminders for all the documents created by a particular user of the account

    2 votes

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  11. 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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  12. 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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  13. two separate documents side by side for editing

    5 votes

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  14. 21 votes

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  15. 5 votes

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  16. 3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  17. Integration with Justworks.

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  18. When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.

    8 votes

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  19. Forwarding documents option for API.

    12 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  20. Automatically put the value from one pricing table in another pricing table

    22 votes

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