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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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  1. 3 votes

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  2. check the delivery error by email via API/Webhooks

    3 votes

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    1 comment  ·  API  ·  Admin →
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    • Will allow the user to enable multiline text in API or Make
    3 votes

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    1 comment  ·  API  ·  Admin →
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    • option for the user to get the link of all of the created document via downloading it in csv
    3 votes

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    0 comments  ·  Other  ·  Admin →
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  3. 3 votes

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  4. Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 votes

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    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.

  5. 3 votes

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  6. Document Selection in PandaDoc Based on Certain Fields.

    3 votes

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  7. 3 votes

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  8. word wrap option - Dropdown field

    3 votes

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  9. Ability to view form analytics. This is helpful when the form does not contain any fields, therefore, no document is created.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. The ability to send documents based on the chosen field of the signer

    3 votes

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  11. Add a new event type for PandaDoc Webhook that triggers whenever a CRM Object is linked (or unlinked)

    3 votes

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  12. I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.

    3 votes

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  13. An option to see the log history to check if someone accessed the PandaDoc account from a different location/IP address.

    3 votes

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  14. Integrate with Fillquick

    3 votes

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  15. Ability to hide rows automatically if there is no information in them? For example, if I do not have a $ amount in the discount variable area I do not want the discount line to show.

    3 votes

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  16. The ability to bulk update the recurring column in quotes

    3 votes

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  17. Auto placement of text fields especially on a form containing SSN should be place per SSN box and not a whole text field.

    3 votes

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  18. to un-bundle a Template Bundle back into individual Templates

    3 votes

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