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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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4096 results found

  1. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. remove the "by 'doc creator'" inside sent docs beneath the title

    2 votes

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  3. 2 votes

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  4. 2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. contract text to update with the appropriate language based on the option the user selects

    2 votes

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  6. The ability to enable SFDC integration to all workspaces at the same time

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  7. custom role member should be able send the document without needing to edit it

    2 votes

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  8. 2 votes

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  9. use pictures for pandadoc for the background for text block

    2 votes

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  10. Support Private API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  11. 2 votes

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  12. Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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  13. 2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  14. 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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  15. 2 votes

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  16. 2 votes

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  17. 2 votes

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  18. Auto-correct feature in or chat or email portal when submitting a request.

    2 votes

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

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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