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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Ability to forward document signing by forwarding notification email

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. Partially fill in document fields

    Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. API: More information to pass

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  4. Show the workspace name instead of the account name in email notifications

    3 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  5. attach the PDFs of the completed documents under Documents in an Opp record in Sugar

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Send a notification when PandaDoc account is disconnected from Salesforce

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  8. Bulk Send: Download all completed documents in one

    Bulk Send: Download all completed documents without going to each folder.

    15 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  9. Card details field for QuickBooks

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. A set of special symbols inside Pandadoc to use

    5 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. Webhook Authentification

    I’m pretty confident I should be able to break through the Merge Field bit as I’m sure I’m just doing something daft, but I don’t see how the WebHooks work.

    When I provide an endpoint for PandaDoc to call, how do I set any headers or authentication? We don’t allow anything to make completely unauthenticated connections regardless of their origins. There’s mentions of shared keys that can be provided by Panda, but the challenge my end remains that if you cant authenticate with me, we wont even get as far as accepting the request.

    2 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  12. Allow to edit files shared between workspaces

    Edit shared via different workspaces files

    5 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. auto-populate images depending on who is sending the document

    auto-populate images depending on who is sending the document

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Sugar CRM: Pull information from 2 different objects at the same time

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. Option to set up automatic reminders by selecting a user of the account

    having an option to set up autoreminders for all the documents created by a particular user of the account

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Hide rows in a pricing table

    Hide rows in a pricing table

    17 votes

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    Idea  ·  1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  17. Salesforce, link PandaDoc to multiple Salesforce Objects

    6 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Embed Code to PandaDoc

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  19. Page borders

    8 votes

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    Idea  ·  2 comments  ·  Content Editing & Design  ·  Admin →
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  20. Connect to Multiple Hubs in Hubspot per workspace

    We are currently integrated with 1 hub, but recently opened a new hub on the same account.. currently the integration seems to only be allowing for 1 connection to 1 hub; hope it allows us to access the other hub within the same workspace at the same time.

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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