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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Would like to have the capability of an admin to notify all users of announcements.

    Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.

    Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.

    1 vote

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  2. PandaDoc + Drift.com would provide a huge value to customers.

    1. PandaDoc customers would receive notifications when prospects are viewing a proposal and answer questions directly within chat.

    2. Customers could be routed to the representative that sent the proposal.

    3. CRM would reflect both interactions providing teams with better insights on messaging.

    1 vote

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  3. 1 vote

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  4. 1 vote

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  5. 1 vote

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  6. Add ability to pass non-editable fields in PDF. This was documented before in https://developers.pandadoc.com/reference/new-document#create-document-from-pdf, as "text" type field in "PDF Field Tag Supported Types", but removed as it was not working. There's no other way to pass non-editable field via PDF upload, and that forces to use templates for such feature, which is inconvenient for end user.

    1 vote

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  7. Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API

    1 vote

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  8. Ability to generate a link to the document when you are self signing a document

    1 vote

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  9. Have the native integration between PandaDoc and Sellsy

    1 vote

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  10. 1 vote

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  11. Integration with Drive CRM

    1 vote

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  12. We would like to ask for our payment gateway to be included in the integrations... We use Paymentsense (https://www.paymentsense.com/)

    1 vote

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  13. 1 vote

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  14. 1 vote

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    0 comments  ·  API  ·  Admin →
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  15. 1 vote

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  16. HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.

    1 vote

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  17. if I use 21 Px on panda it downloads as 15.5 Pt size in a Downloaded .docx

    1 vote

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  18. Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. 1 vote

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  20. 1 vote

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