Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to globally turn off attach PDF vs per document as not using templates, only uploaded documents.

    1 vote

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  2. 1 vote

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  3. 1 vote

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  4. "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    1 vote

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  5. A role variable for "Client.County"

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  6. include the Bill To First and Last Names to Authorize.net payments

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  7. 1 vote

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  8. webhook trigger on field/token filling in

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  9. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  10. 1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  11. 1 vote

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  12. 1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →
  13. A way to get the Panda notes to push to the Activities in Salesforce.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  14. Automatically update the number of seats according to the number of users. Specifically:
    *delete a seats when a user is deleted from all the workspaces (at the moment 15 Sept 2020 the seat is only automatically added when there are no spare seats and a user is invited)

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
  15. Endpoint to return profile for access token.

    1 vote

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    In development  ·  0 comments  ·  API  ·  Admin →
  16. Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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  20. Token library (for the tokens applied across multiple templates).

    1 vote

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