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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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  4. We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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  5. sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

    1 vote

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  6. 1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  7. get the Document ​completion date via Public API

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  8. Integrations: Support custom product fields in Pipedrive

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  9. 1 vote

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  10. "When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"

    1 vote

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  11. upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  12. Endpoint to return profile for access token.

    1 vote

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  13. 1 vote

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  14. ev2- Salesmate integration

    1 vote

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  15. Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  16. 0 votes

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    An email address can be validated with text field validation functionality. You can easily configure that in the template and then a document won’t be sent if at least 1 validation is failed.

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