Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  3. custom role member should be able send the document without needing to edit it

    1 vote

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  4. Viewed Notifications Emails from Client Views Only

    1 vote

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  5. Add Georgian as supported language

    1 vote

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    Idea  ·  0 comments  ·  Localization  ·  Admin →

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  6. 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.

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  7. 1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  8. 1 vote

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

    1 vote

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  10. 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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  11. 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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  12. 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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  13. Recipients without a license would be able to receive notifications that the other recipients have viewed the document.

    1 vote

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  14. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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  15. 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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  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  ·  API & Integrations  ·  Admin →

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  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 →

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

    1 vote

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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.

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  20. 1 vote

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