Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  2. 1 vote

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

    1 vote

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  4. 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.

    1 vote

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  5. set a minimum revenue for a template so customers cannot purchase less than a predetermined amount

    1 vote

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  6. auto-populate images depending on who is sending the document

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  7. 1 vote

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  8. 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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  9. Delete images in notification emails sent from PandaDoc such as the profile image, little arrow on the forward box, and the company logo image.

    1 vote

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  10. Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

    1 vote

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  11. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  12. 1 vote

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  13. 1 vote

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  14. Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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  15. 1 vote

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  16. Make a "if-condition" for the tokens-variables from Pipedrive.
    An example would be:
    If [Deal.ContactPerson.Email] is Empty then some condition comes.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. Auto-correct feature in or chat or email portal when submitting a request.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  18. embed function toggle within the app in the classic editor

    1 vote

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  19. alphabetize CLIs when adding them to a template/document

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  20. Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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