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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7525 results found

  1. Hubspot automation improvement

    move a deal stage to a different pipeline when the document status changes (e.g., deal is in Pipeline A, and they want to update both the deal stage and move it to Pipeline B).

    8 votes

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    4 comments  ·  Automations  ·  Admin →
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  2. Add an endpoint to enable retrying webhooks via API

    Expected behaviour: we are able to trigger the retry of a failed webhook via an API request.

    Example use case: an application site has a period of downtime during which a bunch of webhooks fail to be received and processed. Application admins want to retry all webhooks that failed during the downtime window programmatically.

    Manual retrying is time-consuming and prone to errors. Being able to write a script to handle orderly retrying, stale status checking, and recording of the results makes admins more efficient and happier.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  3. AES (Advanced electronic signature)

    8 votes

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    0 comments  ·  Esign & Notary  ·  Admin →
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    Being Evaluated  ·  Valeryia Baranava responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  4. Create pricing table with images via API

    8 votes

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    0 comments  ·  API  ·  Admin →
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  5. Variable in Document Name/Title within the bundle

    Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  6. Stability and Reliability improvements

    8 votes

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    0 comments  ·  Other  ·  Admin →
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  7. System variable for Document Name

    8 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  8. Change document status to "In Process" after one of multiple recipients has signed.

    Change document status to "In Process" after one of multiple recipients has signed.

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. Dynamically populate data in a pricing table

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. Add footer and page background to content library items

    My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  11. Payoneer Integration

    I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

    Here are some key benefits of integrating Payoneer with Pandadoc:

    Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

    Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…

    8 votes

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    2 comments  ·  Integrations  ·  Admin →
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  12. Variable font design

    Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Copy and paste fields

    There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  14. HubSpot 2-way sync: ability to pull back info from variables to HubSpot

    Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes

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    3 comments  ·  Integrations - HubSpot  ·  Admin →
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  15. [Quote Builder]: Required option for Quote Builder

    Required option for Quote Builder - similar to fillable fields

    8 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Update Hubspot Property with Document Sequence number when completed

    We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.

    8 votes

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    1 comment  ·  Integrations - HubSpot  ·  Admin →
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  17. pass Pipedrive product image to PD pricing table

    pass Pipedrive product image to PD pricing table similar to PD catalog

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
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  18. Smart Content via Bulk Send

    To be able to use Smart Content with bulk send.

    8 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →
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  19. Able to search for the documents of a deleted user in the documents tab by 'Owner' filter

    detect the documents of the deleted user in the document filter owner

    8 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Use a different email per workspace

    The ability to use a different email per workspace within an account.

    8 votes

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