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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7271 results found

  1. Improve API logs details

    Provide more details when error message is sent (the document ID that is sent from the application , customer email ID and any other reference number that can be relevant be shared as that will immediately tells to which document an error is seen)

    2 votes

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    0 comments  ·  API  ·  Admin →
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  2. Reminders before the start date of the contract

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. add tags to documents created via zapier

    add tag to documents automatically via zapier

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. block content blocks for recipients during redlining

    block content blocks for recipients during redlining

    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  5. [Microsoft Dynamics] Change the email of the sender to the email who created an opportunity

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. The approval workflow group gets a copy of the completed document.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  7. Service to fill in variables

    Pay to have someone fill in custom information in variables.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Email validation API call

    Option to have an API endpoint to validate email correctness according PandaDoc email format rules

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. Ability to import multiple font weights at a time.

    Ability to import multiple font weights at a time.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. to be able to to reply via email to the person who initiated the chat for documents sent via API

    to be able to to reply via email to the person who initiated the chat for documents sent via API

    4 votes

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    0 comments  ·  API  ·  Admin →
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  11. Import Contacts using CSV file directly to Pandadoc

    Import Contacts using CSV file directly to Pandadoc

    17 votes

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    Idea  ·  2 comments  ·  Other  ·  Admin →
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  12. The option to open a document right from a notification without being redirected to the "Log in" page (if you're a document owner).

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  13. Filter API logs by custom date

    It will be very useful if user will be able to filter logs by custom date interval on the Developer Dashboard

    4 votes

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    0 comments  ·  API  ·  Admin →
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  14. automatically log in

    if I go to pandadoc.com, and I was recently logged on, it should just take me to the dashboard. When it doesn't, I think that it's because my session expired, but when I click log-in it takes me to the dashboard without putting in my credentials.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Automation that will add collaborators to documents

    This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).

    2 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  16. Report to view documents collaborators are on

    Being able to run a report to view all of the documents there are collaborators on.

    8 votes

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    2 comments  ·  Other  ·  Admin →
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  17. The option to set up conditional validation of documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. RSVP in documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace

    Document sequencing in a second workspace works with a shared template from first workspace

    3 votes

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  20. Ability to populate approver's name via variable.

    Ability to populate approver's name via variable.

    2 votes

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