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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7266 results found

  1. Showing PandaDoc profile picture on a document

    2 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  2. Allow account owner to edit users' profile info

    2 votes

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. Different currency for pricing table's subtotal and total

    Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10

    2 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  4. Send Editable Templates

    Client wishes to have a template be available for sending without having another user be added on her workspace.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Ability to turn off the pop-up that prompts users to make the payment once a document has been finalized

    2 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  6. The ability to sync both Native Pipedrive integration and Pipedrive Extension

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. remove the "by 'doc creator'" in sent docs beneath the title

    remove the "by 'doc creator'" inside sent docs beneath the title

    2 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  8. Block specific email notifications for specific users

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Use Zoho for Australia

    2 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. contract text to update with the appropriate language based on the option the user selects

    contract text to update with the appropriate language based on the option the user selects

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. Support Private API

    Support Private API

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  15. 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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  16. 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  ·  Quote Builder & Pricing table  ·  Admin →
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  17. [Bulk Action] Bulk Export Document Details Using API

    We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. API: More information to pass

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  19. 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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  20. Option to set up automatic reminders by selecting a user of the account

    having an option to set up autoreminders for all the documents created by a particular user of the account

    2 votes

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