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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Integration with Exact.com

    3 votes

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  3. I would love to use Canva's Brand Kit when using Canva in PandaDoc.

    3 votes

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  4. PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
    Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.

    3 votes

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  5. pull the variables from various boards and use them across the PandaDoc document

    3 votes

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  6. 3 votes

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  7. connect 2 PandaDoc accounts to Pipedrive at the same time

    3 votes

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  8. provide content library item id, name and other properties when pulling template details from GET request.
    in content placeholders section?

    "content_placeholders": [
        {
            "uuid": "",
            "block_id": "Content Placehoder 1",
            "description": ""
        },
    

    {
    "uuid": "",
    "blockid": "Content Placehoder 1",
    "description": ""
    },
    {
    "uuid": "",
    "block
    id": "Content Placehoder 1",
    "description": ""
    }
    ],

    3 votes

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  9. integration with FreshDesk

    3 votes

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  10. Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?

    3 votes

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  11. A way to convert a Google Form to a Pandadoc Form

    3 votes

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  12. Automatically set the receiver as the client in Monday.

    • automatically adds reciever as client in monday.com during creating a document.
    3 votes

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  13. Option to get workspace Id from UI

    3 votes

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  14. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. To delete white background (make a background transparent) when the image is added from Canva

    3 votes

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  16. Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.

    This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce

    3 votes

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  17. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Hi! It would be great to get a feature by which you could incorporate signatures from other docs to a certain PandaDoc. Sometimes, for schedule-reasons there are several copies of the same doc being sent to signatories who may wish to sign via different techniques (via email as PDF, hard copies and so on). This leads to multiple duplicates of the signature page being attached manually to the final doc, each of the pages containing one signature only. Therefore, it would be great if PandaDoc supported incorporating signatures to the one and the same PandaDoc, even though the signatures would…

    3 votes

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  19. Please allow file upload objects to be assigned a merge-field tag so we can pass in file(s) from form data submitted by user on our website when creating a document.

    Currently this is only possible with text fields, etc.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. (info about participants linked to a deal object, for instance)

    3 votes

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