Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Send multiple docs in 1 email / Envelopes / API packages

    Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.

    352 votes

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    In development  ·  22 comments  ·  Documents & Data Management  ·  Admin →

  2. Conditional content

    If then logic around content from the content library and the pricing table

    295 votes

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    In development  ·  15 comments  ·  Document Editing & Design  ·  Admin →

  3. EV2 Pricing table - Discount percentage shown in "%" and not in the actual amount.

    Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    141 votes

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    In development  ·  10 comments  ·  Document Editing & Design  ·  Admin →

  4. Word (docx) Import improvements

    38 votes

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    In development  ·  4 comments  ·  Other  ·  Admin →

  5. Salesforce CPQ Integration

    Integration similar to Salesforce but for Salesforce CPQ

    32 votes

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    In development  ·  0 comments  ·  Integrations  ·  Admin →

  6. API PDF upload failure webhook event

    Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    4 votes

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    In development  ·  1 comment  ·  API  ·  Admin →

  7. To get all documents with recipients in one query via API

    1 vote

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    In development  ·  0 comments  ·  API  ·  Admin →
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