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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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495 results found

  1. Uploaded PDF to retain hyperlinks

    Have links present within the PDF before upload remain within the PandaDoc

    1 vote

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    Released  ·  0 comments  ·  Other  ·  Admin →

  2. Track if docs have been downloaded.

    check mark/color change : if a doc has been downloaded??

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  3. Create placeholder for the checkbox via API for Editor 2.0

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  4. More fields in template embedding to gather information from clients

    More fields in template embedding to gather information from clients

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  5. Signed(green)/Not Signed(red) orbs

    When you open a document, to have the red color for the orb of the person, who hasn't signed, and the green color for the orb of the person, who has signed so that you don't have to click on each recipient every time

    1 vote

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  6. Convert EV1 Documents to EV2

    1 vote

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    0 comments  ·  Other  ·  Admin →

  7. Webhook History Enhancements

    "When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  8. upload document on version 2 within SalesForce

    upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  9. Profile API Endpoint

    Endpoint to return profile for access token.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  10. Ability to send documents on behalf of other users via API key

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  11. ev2- Salesmate integration

    ev2- Salesmate integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  12. Zapier Feature Parity for Editor 2.0

    Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  13. Send comments in bulk

    Send comments in bulk

    1 vote

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    Released  ·  0 comments  ·  Admin →

  14. Option to turn off Download as .docx

    Downloading a PandaDoc to Word does not work correctly; random page breaks, missing letters from word that are spelled correctly, and no fillable fields. I would like to be able to turn off the option to download as a .docx on the workspace level or on the templates so the only download option is as a PDF file.

    0 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  15. validate email addresses via API

    0 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    An email address can be validated with text field validation functionality. You can easily configure that in the template and then a document won’t be sent if at least 1 validation is failed.

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