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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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313 results found

  1. The ability to upload in the mobile app

    2 votes

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    Released  ·  0 comments  ·  Mobile  ·  Admin →
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  2. Inline Commenting

    ability to delegate tasks and collab on specific pieces of text or blocks within a document

    10 votes

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    Released  ·  1 comment  ·  Workflow  ·  Admin →
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  3. Adding multiple Content Library items at once

    Adding multiple Content Library items at once to the document

    8 votes

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    Released  ·  0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  4. Localization for EV2

    10 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
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  5. [Integration] Google docs / EV2

    6 votes

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    Released  ·  1 comment  ·  API, Payments & Integrations  ·  Admin →
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  6. assign fields automatically to role/recipient that is selected

    3 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. French localization on EV2

    9 votes

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    Released  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  8. Copy tables from external sources

    2 votes

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  9. Profile API Endpoint

    Endpoint to return profile for access token.

    1 vote

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  10. Ability to manually change document status via API

    8 votes

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  11. API - Dynamic Documents

    Ability to create / combine multiple documents or content items into a single larger document.

    5 votes

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    Released  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  12. duplicate pricing table sections

    duplicate pricing table sections

    5 votes

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  13. EV2 Grand total and pricing table variables updating dynamically

    6 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. Document Value on Editor 2.0 (aka Grand Total)

    Set the value of the document to calculate based on the Pricing Tables available in the document or template.

    6 votes

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    Released  ·  1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  15. Ability to send documents on behalf of other users via API key

    1 vote

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  16. Automatically save signed docs to cloud storages (Google Drive, Dropbox, etc)

    6 votes

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  17. Webhooks for EV2 Workspace

    Webhooks for EV2 Workspace

    2 votes

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    Released  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  18. Upload a signed PDF instead of the original document at the point the status is changed manually

    Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?

    When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?

    3 votes

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    0 comments  ·  Documents & Data Management  ·  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! 


    I'm glad to inform you that our dev and product teams released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status


    We are grateful for your time! Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  19. Link to CRM Pipedrive ev2

    5 votes

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    Released  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  20. ev2- Salesmate integration

    ev2- Salesmate integration

    1 vote

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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