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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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453 results found

  1. Being able to have a template in landscape mode instead of Portrait

    I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    3 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
    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 set the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO


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


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  2. Template Embedding EV2 (Forms)

    53 votes

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    Released  ·  3 comments  ·  Admin →

  3. SugarCRM version 10.3

    SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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    0 comments  ·  Integrations  ·  Admin →

  4. Customisation on Table of Contents

    There should be an option to add a customisation to the Table of Contents on EV2.

    67 votes

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    Released  ·  5 comments  ·  Admin →

  5. The option to add completed documents as attachments in Hubspot (like in SF).

    Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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    2 comments  ·  Integrations  ·  Admin →

  6. Customize Activity Reporting

    Customers can customize what should be included in a activity csv report file.

    37 votes

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    4 comments  ·  Other  ·  Admin →

  7. Option to disable Authorization modal window for eForms / Disable the pop-up to access a Form.

    Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    35 votes

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    7 comments  ·  Forms  ·  Admin →

  8. receive contact ID via API

    We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  9. Page numbers in table of contents

    75 votes

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    Released  ·  3 comments  ·  Content Editing & Design  ·  Admin →

  10. Link2CRM for non-draft status documents

    Ability to link non-draft documents to CRM records.

    56 votes

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    12 comments  ·  Integrations  ·  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 link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  11. filter documents by status

    filter documents by status, so that you could see only the chosen status

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  12. Set a character limit in text fields

    Set a character limit in text boxes (fields).

    57 votes

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    7 comments  ·  Fillable Fields & Variables  ·  Admin →

  13. Transfer Documents Ownership to Another User

    Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.

    Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.

    53 votes

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    Released  ·  7 comments  ·  Sharing & Collaboration  ·  Admin →

  14. Pushing SKU from Hubspot to PandaDoc

    Pushing SKU from Hubspot to PandaDoc.

    30 votes

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    2 comments  ·  Integrations  ·  Admin →

  15. Ability to add a variable in a hyperlink

    Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.

    1 vote

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

  16. Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ

    Hi there, PandaDoc Team!

    Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.

    Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.

    It looks like this used to be possible:

    https://c2-digital.gyazo.com/7cb1989eaa4dea9364d54a7db6347b43

    But now, once you select a source, Template is required:

    https://c2-digital.gyazo.com/a8d1b79a5a05ce058fc8c136c9e6ed19

    Thanks, and…

    1 vote

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    Released  ·  0 comments  ·  Admin →

  17. Pricing table currency based on Salesforce opportunity

    Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    16 votes

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    5 comments  ·  Integrations  ·  Admin →

  18. pass variables/a variable to the document name through zapier

    pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →

  19. change document owner in API.

    change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

  20. Mobile app create and send docs EV2

    66 votes

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    Released  ·  4 comments  ·  Mobile  ·  Admin →
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