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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6933 results found

  1. It would be helpful to be able to utilize API to update a document's name.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  2. Ability to enable suggestions by default

    2 votes

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  3. Change Passcode to 4 digits instead of 6

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  4. Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  5. I want to be able to see which merge rules are applied to the Quote builder without checking them in the settings

    1 vote

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  6. I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.

    1 vote

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  7. 6 votes

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  8. 1 vote

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  9. To be able to upload and convert multiple documents into a template instead of doing it one by one.

    2 votes

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  10. If a document has a .gif image, when it is downloaded the gif is still animated in the pdf file.

    1 vote

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  11. 3 votes

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  12. 1 vote

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  13. Conditional placeholder value based on CRM value
    - customize placeholder value based on a condition value from CRM

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  14. Add Estimate price range in catalog as default.

    11 votes

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  15. Ability to view payment clicks, or the user who already click the payment button.

    1 vote

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  16. SmartSuite integration.

    3 votes

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  17. Link Inbox so 2 users can view it.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!

    1 vote

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  20. Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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