Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Line form in PDF : automatic recognition

    Recognizing line form in PDF (when you have a questionary with simple rows in a table) and assigning field automatically (Ev2).

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →

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  2. One API call to send several documents

    Send multiple documents via one API call.

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  3. auto-refresh editor after clicking 'finish' when sending a document to yourself

    auto-refresh editor after clicking 'finish' when sending a document to yourself

    1 vote

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →

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  4. New comment notification icon on documents viewable from the document list

    An icon or flag that will appear next to the document status when viewing the document list to be notified when new comments have been posted.

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →

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  5. write back document status in a list view in dynamics

    write back document status in a list view in dynamics

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  6. Multiple-page document view format

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →

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  7. pass fields information from one template to another

    1 vote

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    Idea  ·  0 comments  ·  Workflow  ·  Admin →

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  8. List documents endpoint

    API: List documents endpoint

    The option to show:

    1) total number of pages
    2) total number of documents

    1 vote

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  9. Stop Stripe from flagging accounts that are initiating payment via API

    1 vote

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  10. Ability to backup account data manually

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  11. Let Members view docs in which they are recipients

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  12. PandaDoc in Ukrainian.

    PandaDoc in Ukrainian.

    1 vote

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    Idea  ·  0 comments  ·  Localization  ·  Admin →

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  13. Ability to override approvals for managers and admins

    1 vote

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  14. Do Not Contact Setting

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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  15. Comments default display in both internal and recipient mode

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →

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  16. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    1 vote

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    Idea  ·  0 comments  ·  API & Integrations  ·  Admin →

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  17. add mobile app to Amazon app store

    mobile app in Amazon app store

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →

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  18. Pagination ordering via API

    1 vote

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  19. Video before the document displays

    1 vote

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  20. [Pipedrive] The ability to connect the products in pipedrive with pandadoc cataloge products

    1 vote

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