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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7379 results found

  1. The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    9 votes

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  2. 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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  3. Offer the option to use Zapier with the EU server

    8 votes

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  4. The ability to make rooms utilizing API

    8 votes

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    0 comments  ·  Rooms  ·  Admin →
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  5. 8 votes

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  6. 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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  7. 8 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Ability to change the background color of the email received by the recipient

    8 votes

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  9. Ability to create document from csv just link in Bulk Sending but not actually sending them out

    8 votes

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  10. 8 votes

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

    8 votes

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  12. 8 votes

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  13. Access to the Template Gallery in the EU domain/server

    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. Change the font in variables for separate values
    I.e. in a variable Hello World make the word "World" in bold

    8 votes

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  16. 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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  17. 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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  18. Ability to restore templates

    8 votes

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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. Required option for Quote Builder - similar to fillable fields

    8 votes

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