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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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277 results found

  1. In-person signing for Editor 2.0

    29 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  2. Signature classes or pattern recognition.

    I have the same type of categories of people repeatedly signing extensive documents. If I could assign a category to signature boxes then I wouldn't have to individually assign each entry. I could assign each person signing to something like "client", "parent/guardian", "company representative", etc. That would allow my preset signature categories to assign each entry to the appropriate person.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Ability to set preferred date layout

    It would be great if you could set your preferred date layout in settings. In countries other than USA, we use day first, then month. It's frustrating to have to change it manually every time, in every document.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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    Released  ·  Valeria Pochapskaya responded

    Hi there!
    This option is available in Settings > Settings > Default date field format. Please note that this will affect only documents/templates/forms that are created after the change is applied.
    Hope this helps! For more information please reach out to our Support Team :)

  4. PDF Inserting into Proposal

    would like to able to insert PDF docs in all areas of the Pand Doc. AS option to PNG

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  5. Share Folders between Workspaces

    Ability to share whole folder to another workspace

    25 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re glad to let you know that the feature allowing to share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  6. workspace invite link for paid plans

    workspace invite link for paid plans

    1 vote

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    Released  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  7. Sections in Ev2 pricing table via API

    Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  8. Forgot password button at login

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. Integrations: Support custom product fields in Pipedrive

    Integrations: Support custom product fields in Pipedrive

    1 vote

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    Released  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  10. Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces

    Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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    Released  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  11. Document Expiration Date token

    A predefined token for "Document Expiration Date

    18 votes

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    Released  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. Zendesk Sell Integration for EV2

    Zendesk Sell Integration for EV2

    24 votes

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    1 comment  ·  API, Payments & Integrations  ·  Admin →
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  13. Template to doc folder

    Documents created from a template automatically move to a specific folder once created/sent

    12 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  14. Pricing table - Modifications

    Possibility to 1) restrict editing of the name column 2) allow editing and hiding the Price and Quantity columns in pricing table 3) remove pricing table header.

    22 votes

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    Released  ·  2 comments  ·  CPQ - Pricing Table  ·  Admin →
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  15. Public API for Editor 2.0 to support sandbox key, share document link, embed document

    4 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. different colors for signer's icons

    different colors for signer's icons

    1 vote

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    Released  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  17. Save PandaDocs as word

    Save PandaDocs as word

    1 vote

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  18. option to cancel or void viewed doc

    option to cancel or void viewed doc

    1 vote

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Remote Online Notary feature

    Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    15 votes

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  20. Upload fields are supported in embedded templates: Collect Files field in Forms

    20 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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