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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.

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  2. Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

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  3. We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.

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  4. Currently using API for their payments and would like to be able to set up installments via API workflow.

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  5. Ability to create a single invoice that includes a percentage breakdown, such as invoicing 40% of the labor cost, 100% of the hardware cost, and other sections as needed, all on the same invoice in Quickbooks online

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  6. granular with webhooks that they receive with filters (only notified when completed document/PDF available for download)

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  7. We maintain a products list in a CRM, and use the API to create projects in that CRM when PandaDoc documents are signed. This requires maintaining a sync between the PandaDoc and CRM products list, which currently has to be done manually through csv import. REST access to the PandaDoc products list would enable us to maintain that sync automatically.

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  8. Ability to set up multiple choice within the pricing table via API.

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  9. 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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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. 1 vote

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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