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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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569 results found

  1. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    Ability multiselect fields with bulk actions
    NOTE: This idea applies to FIELDS only. A separate idea has been created for blocks ([Bulk actions] Ability to select multiple BLOCKS to move, delete, copy/paste)

    298 votes

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    19 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Great news! Multi-selecting fields to copy and paste or duplicate them is also now available. This means that your most requested usability enhancements for fields, including multi-select to move, assign or delete them are now all available.

    Simply press Command (on Mac) or Shift (on Windows) on your keyboard while clicking on multiple fields to select them (Once you do, they'll become framed in blue). Then, you may move, copy-paste, assign or delete all selected fields in one go. For moving multiple fields, simply hold down Option (on Mac) or Ctrl (on Windows) to drag all selected fields together.

    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

  2. [Bulk actions] Upload multiple documents at the same time

    CX would like to upload multiple documents/templates at the same in, upon creation of document/template

    128 votes

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    13 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeryia Baranava responded

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

    We’re glad to let you know that the feature has been released. Please see this link for more information: Bulk import documents to PandaDoc.

    Have a wonderful day!

  3. Direct integration with Greenhouse

    Customers would like to have ability to integrate with their HR tools like Greenhouse

    8 votes

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    1 comment  ·  Integrations  ·  Admin →

  4. Set up different colors and design for pricing table section headers

    At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.

    14 votes

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    Released  ·  1 comment  ·  Admin →

  5. Pass taxes from hubspot to PD document

    It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  6. Checkboxes field as Radio Buttons

    Add radio buttons

    288 votes

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    33 comments  ·  Fillable Fields & Variables  ·  Admin →

  7. CC recipients for forms

    Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)

    13 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  8. SMS Notifications: Send link by SMS text built into software

    106 votes

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    21 comments  ·  Sharing & Collaboration  ·  Admin →

  9. Updating Salesforce products based off optional items

    When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  10. Collect files field (Upload field EV2)

    Upload field ev2

    217 votes

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    Released  ·  7 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. Create and edit via API

    Create and edit via API

    22 votes

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    2 comments  ·  Integrations  ·  Admin →

  12. Redlining - allow recipients to accept suggestions

    Ability for other roles to accept the redlining suggestions

    2 votes

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    Released  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  13. send a PandaDoc to a phone number rather than email

    Account has recipients that do not have an email address

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  14. ability to fill in the text fields with the content saved to the content library on shared templates

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  15. Option to put fileds using API

    Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava 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 place PandaDoc fields into your document via API using PDF form fields or PDF field tags is already available within the system. You can read more about this here: https://developers.pandadoc.com/reference/new-document 

    Many thanks for your time! Have a wonderful day!


  16. Option signature fields

    Sometimes we don't know how many signers will be on a document and there's a need to have optional signature fields, in case theres more than we expect or less than we expect.

    1 vote

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

  17. Multiple recipients to one signing order (groups in signing order).

    Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order

    31 votes

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    9 comments  ·  Admin →

  18. Disabling forwarding feature via API.

    The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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    0 comments  ·  API  ·  Admin →

  19. Edit document name after its been sent/completed

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeryia Baranava 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 change a document name after sending/completion is already available within the system. Here's how we do that: https://share.getcloudapp.com/8Lup8Gqj

    Many thanks for your time! Have a wonderful day!

  20. Create a community site for developers

    It will be helpful if there is a community site that developers can ask questions and exchange information.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

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

    Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.

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