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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7271 results found

  1. Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  2. 3 votes

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  3. Put the report regarding bulksend sucsses or failure in the folder alongside with the documents stored.

    3 votes

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  4. We'd like to automatically update the product catalog, to make sure it matches with our bookkeeping

    3 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  5. The option to put Java Script into the document (to create a 3D image for example).

    3 votes

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  6. Be able to pass deal information using Zapier and Hubspot

    3 votes

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  7. 3 votes

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  8. Customer's statement:
    Date, signature, textfields - as long as you have compelted these before sending the document and have applied the auto completion option, I no longer need to go back to the document and fill the said fields again

    3 votes

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  9. The option to add different CLIs at once (select them together and add to the document).

    3 votes

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  10. change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list

    3 votes

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  11. The option to not include Deal owner as CC recipient if creating document from Pipedrive.

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Support passing punctuation thru with Tokens (i.e. commas in $ amounts from a pricing table).

    3 votes

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  13. Send multiple documents via one API call.

    3 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  14. The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).

    3 votes

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  15. 3 votes

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  16. integration with Lucidchart

    Ability to paste a link to chart, same way our video block works

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. PandaDoc in Ukrainian.

    3 votes

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    Idea  ·  0 comments  ·  Localization  ·  Admin →
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  18. Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.

    3 votes

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  19. Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.

    3 votes

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  20. 3 votes

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