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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. Ability to upload image via API instead of using the image URL.

    1 vote

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  3. limit document creation to be only created from the CRM at the template level
    This will assist with adoption and further implementing best practices.

    3 votes

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  4. Different buttons in Pipedrive aside from create a document

    1 vote

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  5. Add the CRM Go High Level to PandaDoc

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. 1 vote

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  9. Freee trial in recurring payment option

    • Free trial option aside from Weekly, Monthly, and Annually in recurring payment
    2 votes

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  10. Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    1 vote

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  11. 1 vote

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  12. Option to use Salesforce trigger to update custom object status when PandaDoc status is updated

    1 vote

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  13. PandaDoc could have a Add-in like docusign has in outlook. Where you can click on the add-in, choose from the templates, and send out to a contact all from outlook. That way, we could also see any sent emails and responses from the sent inbox of outlook as well.

    3 votes

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    • Add a unique identity to every comment (GUID)
    • Add all Comments to the "Get Document Details" API Payload
    • Add all Comments to the Webhook Payload
    • Add new Webhook events for when comments are added, updated, or deleted
    • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
    • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
    • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
    2 votes

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  14. 2 votes

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  15. If you're looking seriously at the Polish market it would be a great idea to integrate with PayPro/Przelewy24

    It's an online payment system everybody here uses and loves. Especially the BLIK functionality. Very convenient.

    The integration should be simple enough.

    1 vote

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  16. Pulling related lists from Microsoft Dynamics

    1 vote

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  17. The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.

    1 vote

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  18. Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.

    We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:

    PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/

    However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…

    1 vote

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  19. When sending out a PandaDoc, it would be nice to have the email message logged in SalesForce so reps can track all docs that have been sent for each opportunity and the messages that were sent out with the docs.

    2 votes

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