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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.

    2 votes

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  3. 2 votes

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    0 comments  ·  API  ·  Admin →
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    We wanted to share an update regarding "Get all documents with recipients in one query via API". After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  4. We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines

    2 votes

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  5. 2 votes

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    1 comment  ·  API  ·  Admin →
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  6. 2 votes

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  7. support of customized wistia links that do not include wistia.com in the end

    2 votes

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  8. would need to have a specific messages attached to every templates i have

    2 votes

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  9. mention the attachment name in the body of my PandaDoc document

    2 votes

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  10. add column "date" to pricing table
    we are SAAS company, so have start and end dates for or product

    2 votes

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  11. when logging in and you entered an email that has no account, the system will prompt when you there is no account registered for that email address instead of a prompt that an email has been sent when using forgot password link

    2 votes

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  12. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Can we get the capability to use the PandaDoc API to get the Stripe Customer ID

    2 votes

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    0 comments  ·  API  ·  Admin →
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  14. Adding a note when you transfer a document

    2 votes

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  15. 2 votes

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  16. 2 votes

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  17. 2 votes

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  18. Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    2 votes

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  19. when the document is uploaded to Microsoft teams, there's no option to convert it.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  20. Automation with the internal systems(using freshbook)
    For invoices and contracts

    2 votes

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