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12 results found

  1. API & Webhooks for Advanced Quotes

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) supported this idea  · 

  2. Redirect recipient to a custom URL upon completion

    360 votes

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    46 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) supported this idea  · 

  3. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    9 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented  · 

    As a user i want the ability to control which documents in a bundle the recipients should be able to view. ie: I can assign one document to an external party and another for internal review. The external customer won't see the internal document but it will be a part of the same bundle.

  4. Template Matching

    17 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) supported this idea  · 

  5. Expiration Date via API

    34 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented  · 

    Ability to expire or void a document.

  6. EV2. Ability to use clickable links as variable values

    24 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented  · 

    When url is present inside of variable filled from CRM, API, or manually allow for recipient to click it as a hyperlink.

  7. Search by Document & Template ID

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented  · 

    Search in app for doucment or template via the ID

  8. Tokens/Variables in saved messages / email body or subject

    147 votes

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    On roadmap  ·  27 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) supported this idea  · 

  9. api revision number as token

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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  10. Have a "send reminder" PandaDoc API call.

    8 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented  · 

    API endpoint to allow for reminders to be turned on on specific documents.

  11. Netsuite

    36 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API, Payments & Integrations  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) supported this idea  · 

  12. [CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables

    18 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented  · 

    Ability to export all Token and Fields data into a CSV file.