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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6880 results found

  1. GET Documents by Sequence Number

    Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.

    2 votes

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    2 comments  ·  API  ·  Admin →
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  2. Ability to pull products from Copper CRM into pricing tables

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. all the comments where you were tagged in one place

    see all the comments where you were tagged in one place (it can be included in reporting, for instance).

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Widen sidebar/panel

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Add document to be sent trigger HubSpot

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. sku lines bulk delete all items

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  7. schedule template update to publish at "x" time.

    • due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
    2 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  8. Ability to switch the entire catalogue currency.

    Ability to switch the entire catalogue currency.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  9. field authentication for bank account numbers, routing numbers

    2 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  10. Capitalized Variable from CRM tokens

    Capitalized Variable from CRM tokens

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. More documents in Pipedrive document panel

    To be able to toggle an option to view more documents in the PAndadoc panel in Pipedrive.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. [Bulk send] Bundling

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Multiple choice option for discount

    Multiple choice option for discount

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  14. Chat feature in templates

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  15. Customize Integration token fonts style and size

    Customize Integration token fonts style and size

    • Alow the user to customize font style and size of the integration tokens
    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. Ability to add a user to view a workspace for just a limited amount of time

    Ability to add a user to view a workspace for just a limited amount of time

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  17. auto-populate IP of the users

    Is there a way to have a box for customer to click and it auto imports their IP address?

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Create a Pandadoc Document from the Accounts Panel in Freshworks CRM.

    It would be nice to have an ability to create a Pandadoc Document from the Accounts Panel in Freshworks CRM. Currently it is available in Deals Section only.

    2 votes

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  19. Waiting For Signature notification

    alert the creator of a document that it is still waiting for a signature after like 48 hours

    2 votes

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  20. Tokens cross-object population for Freshsales

    2 votes

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