Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Approval Workflow through API

    Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →

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  2. Slack folder for specific document status

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  3. Ability to embed a 3D model.

    Ability to embed a 3D model.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →

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  4. Ability to "send without resolving" when using suggest edits

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

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  5. Document Creation date variable calculations: auto-populate a date one year from the documents creation date

    auto-populate a date one year from the documents creation date

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

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  6. SFDC triggers for SFDC activities via PandaDoc

    The ability to control SFDC activities and triggers via PandaDoc.

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  7. API call for link2CRM for MS Dynamics

    API call for link2CRM for MS Dynamics

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  8. Generate docs with pricing tables products from custom entities in MS Dynamics

    Be able to generate docs with pricing tables from custom entities in MS Dynamics

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  9. Field tags recognition. Ability to adjust height size/font size.

    Field tags recognition.
    Ability to adjust height size/font size.

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  10. internal document link > link asks you to fill in your name > the information saves into the doc

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

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  11. microsoft teams integration: sync with PandaDoc contacts when you add recipients, ability to add company details, address

    microsoft teams integration:
    sync with PandaDoc contacts when you add recipients, ability to add company details, address so on

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  12. Formatting symbols similar to Microsoft

    characters that take up space or have a formatting function but do not appear on the printed page

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →

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  13. Mass delete catalog items without having to load them all first.

    1 vote

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    0 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →

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  14. Re-arrange pre-selected smart content within a module.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

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  15. API - Ability to Lock documents (content) via API

    ability to Locked document feature via API

    1 vote

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    1 comment  ·  API & Integrations  ·  Admin →

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  16. Ability to upload a doc in Chinese

    1 vote

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    0 comments  ·  Localization  ·  Admin →

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  17. Send up to 20 docs in a bundle

    Ability to send up to 20 documents in a bundle instead of the current 10 docs.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →

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  18. The ability to turn off the pop-up that shows after sending a document from the editor.

    There is a pop-up that shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out. Could we allow a setting that removes that pop-up?

    1 vote

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    1 comment  ·  Usability Improvements  ·  Admin →

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  19. Transfer products from a pricing table into a normal table

    1 vote

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    0 comments  ·  API & Integrations  ·  Admin →

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  20. Ability to check the reporting specified to the customer.

    Ability to check the reporting specified to the customer.

    1 vote

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    0 comments  ·  Other  ·  Admin →

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