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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7263 results found

  1. Ability to customize a link/URL to show the client's name and order number.

    Ability to customize a link/URL to show the client's name and order number.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  2. Option to duplicate blocks via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  3. New Automations recipe: when a document has reached a certain status (e.g. Sent), then a certain user gets an email notification.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. SharpSpring CRM

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Allow the recipient to open the document only one time

    https://pandadoc.zendesk.com/agent/tickets/493814

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Webhook for entire account

    I'm building up our workspace structure whilst integrating Pandadocs with our internal systems. I have a Webhook working at the top Workspace level but have noticed it isn't triggered at the child workspace level.

    I've looked at the integrations for the child workspaces and there are no webhook entries. I've viewed the parent webhook, and there's no option to share this across workspaces.

    Is it possible to have a webhook triggered across our entire account? Or would I need to setup a webhook for every single workspace?

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  7. Ability to add an image without using a text block and move it from one page to another.

    Ability to add an image without using a text block and move it from on page to another.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Download CSV of Documents filtered by title

    In the reporting feature, there should be an option to search all documents by their title and download a CSV list of those documents

    1 vote

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  9. Have certificates for completing each learning path (Admin Certificate, Sales Certificate, etc.)

    When you go to the PandaDoc Learning Center and complete a learning path, it would be nice to have a certificate saying you completed the path. For example, if you go through the Admin learning path and complete it all the way, you could be certified as a PandaDoc Admin and have a certificate to show for it.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. [API] approve the document.

    1 vote

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    1 comment  ·  Approvals  ·  Admin →
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  11. jump to the change to see what the effect is of the undo.

    When you undo something in a long document the change can happen off screen. It may be beneficial to jump to the change to see what the effect is of the undo.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Option to lock recipients so they can't be removed by other users

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Pulling related lists from Microsoft Dynamics

    Pulling related lists from Microsoft Dynamics. The client has a related list attached to the Quote record and would like to pull the information from it to the PandaDoc document.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Cross-object population for Microsoft Dynamics

    The client is using Quote as the main object however he would like to pass the values from the fields that are located at the Product object level.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Forms refresh to the initial screen after it has been completed

    The Forms will refresh or option to go back to the initial screen after it has been completed instead of going to PandaDoc

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  16. Planning Center

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

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Remove Waiting for Payment and Paid status tiles

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. HIPAA compliant sign in for website (alternative to Forms)

    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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    0 comments  ·  Security & Compliance  ·  Admin →
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  19. Option to upload a file of variables to PandaDoc

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  20. Show merge rules for Quote builder in Editor

    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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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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