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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7472 results found

  1. Support SMTP servers

    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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  2. Webhook Authentification

    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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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  3. Option to set up automatic reminders by selecting a user of the account

    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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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Edit contact in the document

    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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  5. SEPA Direct Debit

    Ability to set up SEPA direct debit through PandaDoc

    23 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Side by side editing

    two separate documents side by side for editing

    5 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  7. Dark mode for UI

    21 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  8. Undo catalog update

    5 votes

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    Idea  ·  1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  9. Privacy disclosure statement or link prior to filling out Embedded doc

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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  10. Justworks

    Integration with Justworks.

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Forwarding documents option for API

    Forwarding documents option for API.

    12 votes

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

    Automatically put the value from one pricing table in another pricing table

    22 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  13. Signature with Conditional Approvals

    It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  14. Add or edit payment app settings for completed documents

    I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.

    4 votes

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    Idea  ·  2 comments  ·  Quote to Cash  ·  Admin →
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  15. Choose line spacing for pricing table descriptions

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. The ability to paste the bulleted list without duplicating it when you try to adjust the formatting

    3 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Remove Terms and Conditions message for CC recipients

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed

    Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

    Be able to set a Min/Max on Quantity when it's Editable for Recipients

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Hubspot mobile app

    Ability to use the hubspot mobile app with PandaDoc

    16 votes

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    Idea  ·  6 comments  ·  Integrations - HubSpot  ·  Admin →
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