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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7255 results found

  1. Change reminders via API

    One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…

    39 votes

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    3 comments  ·  API  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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.

  2. ItsMe

    Integration with Itsme

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  3. Ability to add an unassigned field after other fields are assigned

    2 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  4. Send reports via email: Option to send leaderboard reports via email on a recurring basis.

    Option to send leaderboard reports via email on a recurring basis.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Ability to set document title for Zendesk Support Integration

    By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. authorization (access code) to be added on a template level

    authorization (access code) to be added on a template level

    3 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  7. Ability to set a default value of a space for custom variables?

    Ability to set a default value of a space for custom variables?

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. Get(retrieve) document chat messages via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. ability to add two or more tokens to one merge field

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  10. Smart Content to work with uploaded pages

    Smart Content to work with uploaded pages

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  11. Notification when the document draft is created

    Notification when the new document draft is created from the template

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  12. Workwave

    Integration with Wokrwave and ability to use Collect card details field with this integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  13. disable SSO login page option

    disable SSO login page

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  14. Sort Contacts by Company

    Would be great to be able to sort Contact book by Company alphabetically.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  15. Group for View Only access

    a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Auto-populate contact role

    Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. search/filter/manage documents by SKU

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Add hyperlink into email footer

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  19. Converting a form to a document

    Converting a form to a document

    • will allow the user to convert a form to document.
    12 votes

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    1 comment  ·  Forms  ·  Admin →
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  20. Pipedrive: document report

    it would be good to run a report so deals that have Pandadoc and Pipedrive values that do not match coming up

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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