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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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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  2. 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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  3. save initials in the account like signatures

    11 votes

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  4. 1 vote

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  5. 2 votes

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  6. 6 votes

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

    7 votes

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  9. 1 vote

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  10. 3 votes

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  11. I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.

    Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?

    5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. 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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  13. 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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  14. 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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  15. Ability to set up SEPA direct debit through PandaDoc

    23 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  16. two separate documents side by side for editing

    5 votes

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  17. 21 votes

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  18. 5 votes

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  19. 3 votes

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

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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