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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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2989 results found

  1. We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. Currently using API for their payments and would like to be able to set up installments via API workflow.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. salesforce create documents from google docs

    2 votes

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  4. Ability to update opportunity products and push the data back to Salesforce in Draft Status

    2 votes

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  5. Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.

    2 votes

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  6. The possibility to customize the wording when selecting the single-item or multiple-item option in the quote builder. Replacing "Select/Selected" by something else.
    That way the sender can let the recipient know what their "Suggestion" is etc.

    5 votes

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  7. Ability to embed JavaScript codes for Auto complete on Forms

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.

    2 votes

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  9. The option for an "Approver" in the approval workflow to reassign their approval to someone else

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. The ability to create records in Salesforce when a document status changes

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. Allow an integration with Pipedrive if the data is stored on EU servers

    4 votes

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  12. A permission for custom roles allowing to provide access to Webhooks settings

    1 vote

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  13. insert pricing table on a table block

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. 1 vote

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    1 comment  ·  Forms  ·  Admin →
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  15. Ability to purge API developer logs or set retention period to see only the most recent logs.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  16. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    2 votes

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  17. We would like to be able to use Bulk Send with the Send via SMS feature.

    25 votes

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  18. 2 votes

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  19. Currently, when a document is deleted via API, it is deleted permanently. Have an option to have a document in the trash folder in case it was deleted via API

    3 votes

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    0 comments  ·  API  ·  Admin →
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  20. Option to see "Shared with me" tab when using mobile app (on Android and iOS)

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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