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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6809 results found

  1. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  2. Generate pdf download error caused by the wrong image link

    Display the informative error message, when a document can't be downloaded because of the invalid image link in a document

    https://pandadoc.zendesk.com/agent/tickets/190452

    1 vote

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  3. Various Types of Bulk Send

    Multiple types of bulk-send features available to the customer, depending on what kind of document they are sending. Having tiered options for customers depending on the type of document sent. Similar to our API structure

    1 vote

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  4. Mentions within Comments

    the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse

    1 vote

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  5. Internet explorer compatibility

    Internet explorer compatibility

    1 vote

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  6. Capture recipient's responses via a survey

    1 vote

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  7. Refrain video attachment in document to be downloaded or shared by the recipient

    1 vote

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  8. [API] Decline document via API

    api call has the ability to decline document

    1 vote

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  9. requesting recipients' consent for tracking activity before opening a doc

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  10. Allow the account holder to opt-in to auto pay in Settings.

    1 vote

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  11. The ability to support multiple roles in salesforce

    1 vote

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  12. Hide document amount for payment before it is signed

    1 vote

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  13. Add Document declined trigger event in Zapier

    2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  14. Add Document sent trigger event in Zapier

    1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  15. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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  16. The ability to provide a users’ management in order to automatize the user’s onboarding via API

    1 vote

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  17. Pop-up with customizable text when a recipient declines document

    1 vote

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  18. The ability to share the link in order to bulk send the documents

    1 vote

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  19. Use API to integate Pipedrive with PandaDoc

    To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    1 vote

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  20. The ability to unrestrict the locked blocks in bulk

    1 vote

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