Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.

    1 vote

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  2. 1 vote

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  3. 1 vote

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  4. 1 vote

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  5. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    1 vote

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  6. 1 vote

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  7. The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    1 vote

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  8. Stakeholders should be supported in your integration with MS Dynamics. I can't map recipients from Stakeholders and there are no relevant variables for them.

    1 vote

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  9. pass category field from ZOHO product into pandadoc pricing table

    1 vote

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  10. 1 vote

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  11. Good afternoon, can you associate the redsys application with pandadoc? in the free version?

    1 vote

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  12. 1 vote

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  13. Ability to push Price Lines from MS Dynamics as Base Item vs Optional Item

    1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 1 vote

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  17. pandadoc/quickbooks zap- tokens in pricing table description column not pulling into zapier after being filled in the document via scott b

    1 vote

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  18. 1 vote

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  19. 1 vote

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  20. write back document status in a list view in dynamics

    1 vote

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