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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7104 results found

  1. The option to save clients' CC details via payment app (payment block).

    9 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  2. You should be able to reduce the size of a video block

    9 votes

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  3. 9 votes

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  4. Expected behaviour: we are able to trigger the retry of a failed webhook via an API request.

    Example use case: an application site has a period of downtime during which a bunch of webhooks fail to be received and processed. Application admins want to retry all webhooks that failed during the downtime window programmatically.

    Manual retrying is time-consuming and prone to errors. Being able to write a script to handle orderly retrying, stale status checking, and recording of the results makes admins more efficient and happier.

    8 votes

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    0 comments  ·  API  ·  Admin →
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  5. The ability to make rooms utilizing API

    8 votes

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    0 comments  ·  Rooms  ·  Admin →
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  6. 8 votes

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  7. Our users would like to use the Client Name Variable in the title of the document. This is already available in the PandaDoc title, but we would like to be able to use it in the title of individual documents. When we have multiple documents bundled it would be very helpful to have variables in the individual document titles, so they download with the correct titles.

    8 votes

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  8. 8 votes

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    0 comments  ·  Other  ·  Admin →
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  9. A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.

    8 votes

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    2 comments  ·  Automations  ·  Admin →
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  10. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    8 votes

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  11. 8 votes

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  12. Change document status to "In Process" after one of multiple recipients has signed.

    8 votes

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  13. Ability to add text blocks to any place on the "content" type page.

    8 votes

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  14. I propose the integration of Payoneer into Pandadoc, as it would offer significant advantages for both businesses and individuals using the platform. Payoneer is a globally recognized and trusted payment solution, and integrating it into Pandadoc would streamline the payment process, making it seamless and efficient.

    Here are some key benefits of integrating Payoneer with Pandadoc:

    Global Reach: Payoneer supports payments in over 150 currencies, allowing users to send and receive payments globally. This integration would enable Pandadoc users to engage in international transactions effortlessly.

    Secure Transactions: Payoneer is known for its robust security measures, ensuring that financial transactions are…

    8 votes

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  15. Customer would like to link the document to Quote record in SalesForce

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  16. There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.

    Manually adding multiple initials to documents that are 30-50 pages is very time consuming.

    Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?

    8 votes

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  17. 8 votes

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  18. Ability for Variables in Document Title will be supported in automations

    8 votes

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    0 comments  ·  Automations  ·  Admin →
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  19. Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.

    8 votes

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  20. Customer would like the option to be able to assign or change payer after the document has been sent

    8 votes

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    0 comments  ·  Other  ·  Admin →
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