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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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982 results found

  1. Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.

    8 votes

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  2. 8 votes

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  3. Allow setting of required/not-required or assign owner of a field on document create.

    8 votes

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  4. Option to get one centralized API key for all workspaces

    8 votes

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  5. Auto-populate the template role with the contact information from monday.com upon document creation

    8 votes

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  6. I want to set up a zap based on a trigger which include multiple templates

    so should be possible to either specify multiple templates/ not only one or exclude some specific templates so zap will work for all the templates except for specified ones

    8 votes

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  7. 8 votes

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  8. To be able to separate the webhook trigger for completed and expired documents.

    8 votes

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  9. way to control, limit, or identify when a webhook is being sent for a test document vs a production one

    8 votes

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  10. It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)

    8 votes

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  11. send a document to signature via Salesforce automatically

    8 votes

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  12. Client would like direct integration with freshworks

    8 votes

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  13. Not all HubSpot product line items push to PandaDoc pricing tables which requires more manual input.

    8 votes

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  14. When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!

    8 votes

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  15. in pandadoc api, roles show as blank in document details when the template has role(s).

    would be useful to show what recipients had which roles in document details

    8 votes

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  16. pull the information that client selected with multiple choice with Zapier

    8 votes

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  17. 8 votes

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  18. Integration with Capsule CRM

    8 votes

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  19. The option to pull the info to a regular table (not pricing) via API.

    8 votes

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  20. 8 votes

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