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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6788 results found

  1. take reference of the total of each single price table, to make the customer able to chose a given delivery or not

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  2. Forms to Regular Document

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  3. Non-editable text block in PDF uploaded via API

    Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  4. Ability to pull products from Insightly

    Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. self sign links

    Ability to generate a link to the document when you are self signing a document

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Sellsy

    Have the native integration between PandaDoc and Sellsy

    1 vote

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  7. Pricing table comments per each item quoted

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Drive CRM

    Integration with Drive CRM

    1 vote

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  9. New payment gateway to be added - Paymentsense

    We would like to ask for our payment gateway to be included in the integrations... We use Paymentsense (https://www.paymentsense.com/)

    1 vote

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  10. To search for Zendesk Sell contacts

    1 vote

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  11. Option for field resizing via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. Document should be read only oince it completes

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  13. GetHired

    HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.

    1 vote

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  14. Ability to use half (.5) text font sizes

    if I use 21 Px on panda it downloads as 15.5 Pt size in a Downloaded .docx

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Notify that API key needs to be reset (Salesforce)

    Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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    0 comments  ·  API  ·  Admin →
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  16. The "viewed" filter in the Documents view encompasses both "signed by none" and "signed by the 1st party, not by the 2nd" documents,

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. A document reference number to use for locating/identifying a document within PandaDoc-that can also be referenced by PandaDoc Support team

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. HMAC 512 version for Webhooks

    On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?

    1 vote

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  19. Support ticket log

    Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

    1 vote

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  20. Edit profile info in the mobile app

    The option for the client to have the same settings as the webapp in the moblie app.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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