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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6836 results found

  1. Please put supporting the X-HTTP-Method-Override header for API on the roadmap. NetSuite is not alone in blocking http PATCH.

    We currently have our own integration between NetSuite and PandaDoc. As part of that we need to be able to retire documents when we change an Estimate in NetSuite. At that point the existing document is obsolete. So we are trying to use the api to change the status of the Panda doc from a NS server script:

    PATCH https://api.pandadoc.com/public/v1/documents/{document_id}/status/

    However PATCH is not universally accepted as a valid HTTP method and the NS scripting api does not offer it. Instead,…

    1 vote

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    0 comments  ·  API  ·  Admin →
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  2. The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc

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  3. Would like to see a supported PD integration with Planning Center.

    1 vote

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  4. When you write contracts you typically reference another section in the document. For example you might say "as per Section 2.6". But if you then decide that section 2.6 needs to be moved, and it changes to section 3.3, all of the places in the document that say "as per section 2.6" won't dynamically change. This leads to broken references in the document.

    I would like section headers to get an ID and number/title properties. You would reference them like this: [ID.title] or [ID.name]. So in the above example, I'd go to Section 2 and get the ID. Lets call…

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. 1 vote

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  8. I need a HIPAA compliant online form that I can make in PandaDoc and embed into my website so patients can sign in. I can embed the forms I created but the form has an extra step that collects name and email address to view the document. This makes things very redundent

    1 vote

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  9. 1 vote

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  10. I want to be able to see which merge rules are applied to the Quote builder without checking them in the settings

    1 vote

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  11. I was just wondering if when adding a discount to individual items from the catalogue if I can choose to show the price before the discount and the price after the discount? In the same way that when choosing a total discount for everything you can select to show a before and after discount amount.

    1 vote

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  12. 1 vote

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  13. If a document has a .gif image, when it is downloaded the gif is still animated in the pdf file.

    1 vote

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  14. 1 vote

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  15. Ability to view payment clicks, or the user who already click the payment button.

    1 vote

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  16. Link Inbox so 2 users can view it.

    1 vote

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  17. We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.

    1 vote

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  18. Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!

    1 vote

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  19. Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
    This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?

    1 vote

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  20. Ability to set 'not null' condition when setting up conditional content rules, so that the system pulls only those variables which has a value other than '0'

    1 vote

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