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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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535 results found

  1. Sent and Delivered within the document analytics

    1 vote

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    0 comments  ·  Other  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to see if a document was sent is already available within the system: https://share.getcloudapp.com/P8u6LZ6j. You can access this option from the Document details view: https://share.getcloudapp.com/7KuqD4jb

    Many thanks for your time! Have a wonderful day!

  2. Recover deleted documents

    Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    95 votes

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    Released  ·  4 comments  ·  Documents & Data Management  ·  Admin →

  3. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    41 votes

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    4 comments  ·  Integrations  ·  Admin →

  4. Images via API

    Merge images into a document via API

    4 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  5. Document sent variable that auto-populates

    Hello,
    Is it possible to have a "date sent" variable as opposed to a date created?

    40 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Basic integration with Slack

    Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    26 votes

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    Released  ·  5 comments  ·  Integrations  ·  Admin →

  7. Forms Compatibility with Zapier

    Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →

  8. Pricing Table - extend Design options

    format column color,
    change font size for Total
    Format color of the Pricing table footer

    190 votes

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    Released  ·  18 comments  ·  Content Editing & Design  ·  Admin →

  9. Repeat reminders every day (daily auto-reminders)

    repeat reminders every day

    26 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  10. Additional filtering options for List Documents API call

    Add possibility to filter by Date Completed and by token value.

    10 votes

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    3 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded
    Please be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1

  11. Optional section in pricing table

    Implement the same functionality for a pricing table section as the "Optional item" for a pricing table's item (be able to check/uncheck the checkbox on the pricing table's section level [for all the items in the section at once])

    27 votes

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    6 comments  ·  Quote Builder & Pricing table  ·  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 with CPQ. For more information, please click the link below. We do not plan to introduce this feature to Pricing Tables. Have a marvelous day!

    https://support.pandadoc.com/hc/en-us/articles/9742210042903-Quote-builder-block-Enabling-recipient-options#h_01HGJGXJ5F4WXGZBTE2CWHFGP9

  12. Retain the date format when syncing from Salesforce. The date format we use is DD/MM/YYYY, but pandaDoc displays as YYYY/MM/DD

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  13. Modify Dashboard: create filters, hide statuses

    The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.

    191 votes

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    22 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Maria Fomenko responded

    with new Home dashboard, you can select needed document statuses and apply date filter. More filters to come! 

  14. Add new currency - XPF CFP francs (Pacific Franc)

    I'm probably the only one who will ever need this but it is crucial to my organization. If you could implement this change and add this currency, I would love PandaDoc forever. I would imagine that it would only take a second to add it in the drop down options for table currencies in the property settings of price tables. It would just have to read "XPF CFP francs". Thanks!

    1 vote

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    0 comments  ·  Admin →

  15. UK National Insurance number validation (NiNo)

    National insurance numbers (NINo) should appear in the following combination of letters and numbers - two letters, six numbers, one letter. For example: QQ 123456 C.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →

  16. Templates are updated once the Content library item is updated as well

    Content Library Updates also Update Templates

    169 votes

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    27 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 glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

  17. Presentation mode - widescreen

    option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →

  18. Save Field Data when resending/editing

    Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    110 votes

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    Released  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →

  19. [Fields] change the formatting for fields

    Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

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    13 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. export list of incomplete and viewed documents

    Export data on incomplete/viewed documents to a csv or excell file for reference

    1 vote

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    0 comments  ·  Other  ·  Admin →
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