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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6985 results found

  1. Sort the document by status and direct period of time.

    15 votes

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  2. The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    6 votes

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  3. 57 votes

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    6 comments  ·  Approvals  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  5. A direct file migration with functionality to Hubspot

    4 votes

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  6. 9 votes

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  7. Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  8. 3 votes

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  9. 4 votes

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  10. 5 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  11. integration with workable

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. 3 votes

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  13. 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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  14. 2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  15. 3 votes

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  16. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. 1 vote

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

    1 vote

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

    15 votes

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  20. 15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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