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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6482 results found

  1. SFDC visibility across workspaces

    The ability to enable SFDC integration to all workspaces at the same time

    2 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. custom role should be able send the document without needing to edit it

    custom role member should be able send the document without needing to edit it

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. ability to CC a 3rd party to receive completed forms (embedded template)

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  4. use pictures for the background of text blocks

    use pictures for pandadoc for the background for text block

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Support Private API

    Support Private API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  6. Automatically send a document once a checkbox is clicked in another document

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  7. Add Section wherever in the Pricing table

    Add Sections to the middle of the pricing table when it's already been created.

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  8. API: More information to pass

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  9. Webhook Authentification

    I’m pretty confident I should be able to break through the Merge Field bit as I’m sure I’m just doing something daft, but I don’t see how the WebHooks work.

    When I provide an endpoint for PandaDoc to call, how do I set any headers or authentication? We don’t allow anything to make completely unauthenticated connections regardless of their origins. There’s mentions of shared keys that can be provided by Panda, but the challenge my end remains that if you cant authenticate with me, we wont even get as far as accepting the request.

    2 votes

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    Idea  ·  0 comments  ·  Security & Compliance  ·  Admin →
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  10. Embed Code to PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  11. The ability to customize the Catalog and have a filter

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  12. Choose line spacing for pricing table descriptions

    2 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  13. Auto-correct feature in or chat or email portal.

    Auto-correct feature in or chat or email portal when submitting a request.

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  14. Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed

    Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. alternate PandaDoc interface that doesn't use logos when we needed

    alternate PandaDoc interface that doesn't use logos when we needed

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  16. Option to see who deleted the document in Audit Trail like in EV1

    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Mass-import of the existing Docusign documents into the PandaDoc document library

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  18. Enable redlining for the attachments

    Enable redlining not only for the document itself, but for the attachments that goes together as well.

    2 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  19. Redlining - Keep the document Grand Total

    Grand Total value should not disappear from a document that was subject to the redlining process

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  20. sending a document out only after a payment is submitted

    sending a document out only after a payment is submitted

    2 votes

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    Idea  ·  0 comments  ·  Payments  ·  Admin →
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