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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7112 results found

  1. Allow users to view the SMS opt-in and opt-out status of contacts directly within the PandaDoc platform

    1 vote

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  2. Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.

    1 vote

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  3. pass mobile and phone number from salesforce

    For now, only one number mobile or phone can be populated

    2 votes

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  4. When creating a document, we get to automatically populate fields by mapping the relevant hubspot properties.

    Hubspot now has support for 'Sensitive' and 'Highly Sensitive' properties which contain details like payment cards, government ID's etc. These properties are not available currently as tokens to be mapped into PandaDoc.

    It's a hassle, because everything comes over, and then we have to manually copy all the 'sensitive data'.

    In my search of a solution, Hubspot's documentation says that PandaDoc development needs to request access to these new sensitive and highly sensitive property 'Scopes' in order to allow mapping tokens to be used.

    2 votes

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  5. Option to upload a custom font from Type Together

    2 votes

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  6. Ability to retrieve data from document Data fields via API

    2 votes

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    0 comments  ·  API  ·  Admin →
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  7. Instead of having to use 2 templates it would be nice to have the option through API to toggle on/off the payment gateway.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.

    3 votes

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  9. Have the option to fill in data field values for templates/documents in bulk instead of one at a time.

    1 vote

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  10. Add and remove line items in Pipedrive whenever a document status changed

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?

    1 vote

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  12. 2 votes

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  13. Option in notary dashboard to switch between on demand and bring your own notary sessions. Currently have to manage this via separate workspaces and emails which is challenging but needed as their users while sometimes doing BYON, also on occasion need to launch an on demand session.

    2 votes

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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  14. Please provide an option to filter by a range of dates to download completed form data in a csv file.

    With over 8,200 form submissions in one of our forms, it takes FOREVER to download the csv file. We need the data in this format. The operation often fails, and we have to try it again and again. :(

    If we could have the option to limit the data to download to a narrower window (i.e. the last 1 or 3 months), it should reduce the processing time. Right now, the download csv for form data is nearly unusable.

    Thank…

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  15. Ability to expand the radio button from one page to another in case there is a page break

    2 votes

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  16. Please add "UUID" of the webhook in the webhook payload.

    4 votes

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    0 comments  ·  API  ·  Admin →
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  17. Option to Upload Editable Word Documents with Preserved Comments

    2 votes

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  18. Currently PandaDoc only sends a webhook when the document status changes, e.g. from sent to viewed, or viewed to completed. We'd like a webhook to notify our application each time a recipient opens a document. Example use case would be knowing if a recipient has opened a document multiple times and not signed, and we'd like to reach out to them.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  19. Pass images from Google Sheets to PandaDoc documents

    2 votes

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  20. Ability to adjust the installment dates after the document has been sent

    3 votes

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