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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5374 results found

  1. Ability to pull products from Insightly

    Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API

    1 vote

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  2. Pricing table comments per each item quoted

    1 vote

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  3. Drive CRM

    Integration with Drive CRM

    1 vote

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  4. To search for Zendesk Sell contacts

    1 vote

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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  5. Ability to use half (.5) text font sizes

    if I use 21 Px on panda it downloads as 15.5 Pt size in a Downloaded .docx

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  6. Notify that API key needs to be reset (Salesforce)

    Notify the user to reset API key (SF integration) so that the triggers work correctly. For ex., the issue with attach PDFs to notes and attachments has been resolved twice via resetting the API Key. However, there was no notification for the user that the Key got expired

    1 vote

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  7. The "viewed" filter in the Documents view encompasses both "signed by none" and "signed by the 1st party, not by the 2nd" documents,

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. HMAC 512 version for Webhooks

    On our side we're able to read only HMAC signatures in version 512 but you offer only HMAC-256. Are you able to bump-up the HMAC version (or add as another option) or enable option for send custom header with any kind of secret string for verify webhook?

    1 vote

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  9. Support ticket log

    Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

    1 vote

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  10. Build.com

    integration with build.com

    1 vote

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  11. Add a Weight Field with Subtotal or a Generic Whole Number Field with Subtotal

    The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    A setting to allow specific users to be removed from receiving the notification that a PandaDoc has been completed.

    1 vote

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  13. New wizard: full list of contact parameters

    New wizard: the full list of the contact parameters when creating a document.

    1 vote

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  14. Ability to sign a digital check in PD

    Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.

    This would mean the ability to actually sign a check in PandaDoc for processing.

    1 vote

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  15. Zoho: pass products from related lists

    Zoho: pass products from related lists (not from the products in deal directly).

    1 vote

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  16. Layout of Previous Page Captured When Adding New Page

    When adding a new page, the orientation of the previous page is used with the new one.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Grand total displayed for folders on the Documents list view

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. auto create new regular page

    1 vote

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  19. Customize email format sent out via whitelableing

    PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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  20. Email tracking each time a document is being opened

    every email open means someone is thinking about their quote
    so it would be an awesome feature

    1 vote

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