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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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510 results found

  1. Convert EV1 Documents to EV2

    1 vote

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    0 comments  ·  Other  ·  Admin →

  2. Webhook History Enhancements

    "When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  3. upload document on version 2 within SalesForce

    upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  4. Profile API Endpoint

    Endpoint to return profile for access token.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  5. Ability to send documents on behalf of other users via API key

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  6. ev2- Salesmate integration

    ev2- Salesmate integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  7. Zapier Feature Parity for Editor 2.0

    Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  8. Send comments in bulk

    Send comments in bulk

    1 vote

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    Released  ·  0 comments  ·  Admin →

  9. Option to turn off Download as .docx

    Downloading a PandaDoc to Word does not work correctly; random page breaks, missing letters from word that are spelled correctly, and no fillable fields. I would like to be able to turn off the option to download as a .docx on the workspace level or on the templates so the only download option is as a PDF file.

    0 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  10. validate email addresses via API

    0 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    An email address can be validated with text field validation functionality. You can easily configure that in the template and then a document won’t be sent if at least 1 validation is failed.

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