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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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453 results found

  1. Full-Text Search For Document Numbering

    To have the feature to use the search bar for document-numbered files.

    4 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  2. Merge cells in a table

    Merge cells in a table.

    154 votes

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    Released  ·  4 comments  ·  Admin →

  3. EV2 Pricing table - Discount percentage shown in "%" and not in the actual amount.

    Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    145 votes

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    Released  ·  10 comments  ·  Admin →

  4. Import contacts using CSV file

    29 votes

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    6 comments  ·  Other  ·  Admin →

  5. Reorder pages

    A simple way to move and reorder pages in a document.

    161 votes

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    Released  ·  2 comments  ·  Admin →

  6. saving documents in google drive from PandaDoc

    To have the ability to save documents in google drive from PandaDoc

    18 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →

  7. Sync payment app total with the total in pricing table (EV2)

    Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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    5 comments  ·  Integrations  ·  Admin →

  8. SharePoint integration

    32 votes

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    1 comment  ·  Integrations  ·  Admin →

  9. POST Document status via Pandadoc API

    Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  10. password protect documents

    password protect document option for business plan

    5 votes

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    0 comments  ·  Other  ·  Admin →

  11. Images in pricing table in Ev2

    Insert images in pricing table in Editor 2.0.

    121 votes

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    3 comments  ·  Admin →

  12. Slack notifications for document signers (internal to workspace)

    Slack notifications for document signers (internal to workspace)

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


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


    Please kindly be advised that the feature allowing to receive updates on your document status via Slack is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/4409517867159--Editor-2-0-Slack


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  13. Update salesforce opp once the document is completed

    Update salesforce opp once the document is completed without Zapier.

    6 votes

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    3 comments  ·  Integrations  ·  Admin →

  14. Automatically pull images into PandaDoc

    Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  15. Redlining - allow undo of setting revision as final

    Give the ability to unmark a revision as being final. On occasion things can change after a revision has been marked as final but there's currently no way of editing the document after this.

    1 vote

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    Released  ·  0 comments  ·  Admin →

  16. Auto-update templates/CLIs if the item is updated in Catalog

    Auto-update templates/CLIs if the item is updated in Catalog

    103 votes

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    23 comments  ·  Templates & Libraries  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.

    Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.

  17. Disable Download/Print PDF option for recipient

    Make unavailable the ability to download the pdf version of incomplete document for the recipient.

    101 votes

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    Released  ·  16 comments  ·  Recipient Experience  ·  Admin →

  18. discounted price per unit

    The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    26 votes

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  19. HubSpot refresh pricing table

    Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    21 votes

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    1 comment  ·  Integrations  ·  Admin →

  20. Error in UF currency format

    the UF currency must have two decimal places. Please correct as soon as possible

    2 votes

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    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

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