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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7099 results found

  1. Zoho: to pull information from subforms

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  2. automate the populations of data for a given contact into multiple forms (or templates) for that contact

    11 votes

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    Idea  ·  0 comments  ·  Automations  ·  Admin →
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  3. 11 votes

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  4. bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends

    11 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  5. Ability to map document field data into Pipedrive

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  6. Change the document value currency once the currency is set in pricing table.

    11 votes

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  7. Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.

    11 votes

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  8. Hello,

    Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them

    11 votes

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  9. With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?

    11 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Ability to save and retrieve attachments from Content Library.

    11 votes

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  11. Improve Zapier functionality with new features, like tracking certain info, etc.

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Add the ability for admin to have notifications for entire workspace

    11 votes

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  13. The option to draw in PandaDoc from the recipient's side.

    11 votes

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  14. Ability to choose if a signature is to the left, centered, or to the right.

    11 votes

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  15. Having the option to default the pricing table tax rate to be flat instead of a percentage when pulling it from SalesForce

    11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  16. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    11 votes

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  17. The option to pull the info to a regular table (not pricing) via API.

    11 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  18. integration with Procore to create and send documents

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  19. Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
    Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.

    11 votes

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  20. 11 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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