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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5381 results found

  1. TAGS are not pass over using Zapier

    1 vote

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  2. Mirror custom product orders from SFDC in Pricing Table

    Mirror custom product order when synced to PD Pricing table.

    1 vote

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  3. Linking the contact role in D365 to the role on the template

    Linking the contact role in D365 to the role on the template

    1 vote

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  4. ability to allow suggestions for specific sections within a template/document

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  5. Ability to toggle auto-filling of information within pricing tables

    1 vote

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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  6. Automatic check box in pricing table

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  7. Limit Bulk Send User

    Limit the user of the bulk send

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  8. Show 2 decimal digits when rounding the price, discard the digits that go next

    When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  9. 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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  10. Pricing table comments per each item quoted

    1 vote

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  11. Drive CRM

    Integration with Drive CRM

    1 vote

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  12. To search for Zendesk Sell contacts

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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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.

  13. 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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  14. 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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    0 comments  ·  API  ·  Admin →
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  15. 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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  16. 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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  17. 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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  18. Build.com

    integration with build.com

    1 vote

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  19. 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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  20. 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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