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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6986 results found

  1. Ability to auto save pdf in SFDC from expired status

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. API endpoint to send out documents via email

    It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. See the Document Record for all workspaces in Salesforce

    Would like to see the metadata record that is created in Salesforce work for all of our workspaces. As it is, we only see them for one of our workspaces.

    1 vote

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  4. Round document value/document.value variable

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Edit size of image when added to table

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. To have an ablity to disconnect pandadoc documents created in Hubspot Contact

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  7. Include or exclude content depending upon SFDC fields

    Ability to pull language in and keep language out depending on how certain fields in Salesforce are populated.

    1 vote

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  8. Zomi Localization

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  9. Delete All Variables in Document

    Want to delete all instances of a variable in 1 click instead of removing them all manually.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    Ability to use special signs for email field validation like "+" (test+pandadoc@pandadoc.com in API).

    1 vote

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    0 comments  ·  API  ·  Admin →
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  11. Docx converter to support "sym"elements

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  12. Calculate quantity Subtotal in the pricing table

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. Ungerboeck

    Integration with Ungerboeck

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Latin American Localization

    Localization for Spanish language specific to Latin America.

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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  15. Slack folder for specific document status

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. Ability to "send without resolving" when using suggest edits

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. SFDC triggers for SFDC activities via PandaDoc

    The ability to control SFDC activities and triggers via PandaDoc.

    1 vote

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  18. API call for link2CRM for MS Dynamics

    API call for link2CRM for MS Dynamics

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. internal document link > link asks you to fill in your name > the information saves into the doc

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  20. microsoft teams integration: sync with PandaDoc contacts when you add recipients, ability to add company details, address

    microsoft teams integration:
    sync with PandaDoc contacts when you add recipients, ability to add company details, address so on

    1 vote

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