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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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85 results found

  1. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    5 votes

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

    5 votes

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  3. change document owner in API.

    5 votes

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  4. Have ability to upload images using Editor 2.0 API

    5 votes

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  5. Ability to create / combine multiple documents or content items into a single larger document.

    5 votes

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  6. 5 votes

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  7. Option for Radio buttons on API [field tags]

    • will allow the user to use Radio buttns on API
    4 votes

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  8. PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.

    Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs

    4 votes

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  9. Merge images into a document via API

    4 votes

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  10. increasing the current API rate limits for pdf upload and template creation

    4 votes

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  11. Ability to create a document via the API with a docx file type instead of a PDF file type.

    4 votes

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  12. 3 votes

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  13. The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.

    3 votes

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  14. 3 votes

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  15. Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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  16. pass variables/a variable to the document name through zapier

    3 votes

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  17. Multiple sections in pricing tables Ev2 (API).

    3 votes

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  18. The option to re-trigger webhooks.

    3 votes

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  19. 3 votes

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  20. 3 votes

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