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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6413 results found

  1. Pricing table comments per each item quoted

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Drive CRM

    Integration with Drive CRM

    1 vote

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  3. To search for Zendesk Sell contacts

    1 vote

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  4. GetHired

    HR platform used for onboarding new employees. Would be nice to create documents from here and pull in the new employee info.

    1 vote

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  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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    0 comments  ·  API  ·  Admin →
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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. Send button on the right hand side

    Far preferred when Send button was on the Right Hand side

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  11. Build.com

    integration with build.com

    1 vote

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  12. 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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  13. Additional column in pricing table

    Add additional column in pricing table (optional) example;
    1 LF of product = 20.3sqft of product.
    To be calculated automatically based on data from catalog.
    And have list of suffixes for each, set in catalog.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. 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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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  15. 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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    0 comments  ·  Other  ·  Admin →
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  16. Merge a barcode from Salesforce

    1 vote

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  17. Null should be read by the system while creating docs via API

    null is not read by the system while creatding docs from templates via API, but it should be fixed

    1 vote

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    0 comments  ·  API  ·  Admin →
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  18. 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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    0 comments  ·  Other  ·  Admin →
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  19. 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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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  20. Required field countdown bar in EV2

    in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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