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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7352 results found

  1. 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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  2. 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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  3. A document reference number to use for locating/identifying a document within PandaDoc-that can also be referenced by PandaDoc Support team

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  4. 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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    0 comments  ·  Integrations  ·  Admin →
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  5. 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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  6. Edit profile info in the mobile app

    The option for the client to have the same settings as the webapp in the moblie app.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  7. Increased document total after auto-renewal

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. total Value either at the top of the bottom should be present

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  9. create an automatic email to my clients that let them know we received their signed documents

    1 vote

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    0 comments  ·  Other  ·  Admin →
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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. Sendinblue

    Integration with Sendinblue

    1 vote

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  15. scheduler that i can autosend an approval document each day

    scheduler that i can autosend an approval document each day

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. 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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  17. [Bulk Action] Add the same image for multiple items in the catalog

    add the same image for multiple items in the catalog at the same time

    1 vote

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  18. 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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  19. Merge a barcode from Salesforce

    1 vote

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  20. youtube search

    The current Video workflow requires you exit Panda doc to search for a video url, then copy paste.

    It would be far easier to search YouTube from within Panda doc.
    If you could limit the scope of search to a specific account even better.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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