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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I have the following template : https://app.pandadoc.com/a/#/templates/... , that is used to build document populated via make/integromat API. (picture 1). Many merging rules are set up ointo this pricing tab in order to place the items in the proper section. B ut when the document is created, none of these items are placed in the proper section. They all grouped under a no section (picture 1). I wonder what I'm doing wrong and what I sahould do to get this solved. Thanks

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  2. The doc says the Default is 50 and Max is 100. We need more results during the document list API call

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  3. 1 vote

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  4. 1 vote

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  5. 1 vote

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  6. Being able to upload the source doc and define the fields via page number and x,y coordinate values would be useful.

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  7. 1 vote

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  8. I want to add content to a document through the pipedrive integration or zapier that will add items from the content library

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  9. 1 vote

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  10. It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

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  11. 1 vote

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  12. API call for link2CRM for MS Dynamics

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  13. 1 vote

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  14. is there a way to automatically find the form fields or detect the form field's name so we can add it to the code dynamically?

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  15. 1 vote

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  16. 1 vote

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  17. Optionn to store web base items like logo, images, reciept etc that has expiration.

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  18. 1 vote

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  19. 1 vote

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  20. Change the title of an email using API

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