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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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503 results found

  1. Automatic update of currency depending on the currency of catalog item.

    Automatic update of currency depending on the currency of catalog item.

    6 votes

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    0 comments  ·  Admin →

  2. Pull updated pricing table details from Salesforce to PandaDoc

    Pull updated pricing table details from Salesforce to PandaDoc.

    81 votes

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    10 comments  ·  Integrations  ·  Admin →

  3. Recording External Payments

    We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.

    Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.

    1 vote

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    0 comments  ·  Payments  ·  Admin →

  4. ability to rename a document when when on viewing mode (opened document)

    ability to rename a document when when on viewing mode (opened document)

    2 votes

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

  5. Set an email subject in saved messages

    6 votes

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    2 comments  ·  Other  ·  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 is available within the system. You can make a subject line (title) for your saved message. Saved messages include email text and a title. The title becomes the subject line of the email. Please see this link for more information:

    https://support.pandadoc.com/hc/en-us/articles/360042973473-Saved-messages

  6. [Bulk actions] mass select and move/delete/update all or selected fields

    mass select and move/delete fields ev2

    46 votes

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    7 comments  ·  Fillable Fields & Variables  ·  Admin →

  7. Ability to select multiple items from catalog

    Have checkbox option when selecting catalog items so that you can add more than one item at one time.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    It is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.

  8. API rate limits

    increasing the current API rate limits for pdf upload and template creation

    4 votes

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    1 comment  ·  Integrations  ·  Admin →

  9. To automate a second document to be sent out once the first document was signed / completed

    to automate a second document to be sent out once the first document was sent

    35 votes

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    0 comments  ·  Automations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now save even more time by automating repetitive tasks such as sending a follow-up document when a document is sent or completed.

    You can learn more about automations and how to set it up here.

  10. Ability to reorder variables in variables List

    86 votes

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    Released  ·  13 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. Increase Upload Size limit

    Increase file upload size limit

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Great news! We’ve enhanced our system for seamless handling of large documents, enabling you to effortlessly upload and process files up to 2000 pages. Our revamped PDF processing now ensures documents of 300-400 pages are processed twice as fast. Thanks for your feedback – we’re dedicated to making your experience top-notch!

  12. API fee columns

    Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  13. Adjust signing order for sent documents

    Adjust signing order for sent documents without having to edit and resend the document

    12 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hello there! 👋

    I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.

    Your feedback would be greatly appreciated.

    Best,

    Igor from the Product Team at PandaDoc

  14. UX improvement: More explicit difference between working on a template and working on a document

    The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.

    You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.

    Same with Roles and "why can't I send this document" ... Because you are in a template.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  15. Expanding text fields: The ability to text fields to get bigger as recipients are typing/not have character limits.

    Auto-shrink text when it will not fit fully in a field. Auto-adjust text field entry.

    54 votes

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    9 comments  ·  Usability Improvements  ·  Admin →

  16. Conditional Approvals for EV2

    Conditional Approvals feature Parity for EV2

    41 votes

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    2 comments  ·  Admin →

  17. [Bulk Action] Delete in inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →

  18. Inline comments for recipients

    how do i enable recipients to add comments against document content fro response back?

    23 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →

  19. Recipient verification via SMS

    Recipient verification via SMS

    38 votes

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    3 comments  ·  Security & Compliance  ·  Admin →

  20. Split or staggered payment collection

    (between two payment systems as well)

    70 votes

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    8 comments  ·  Integrations  ·  Admin →
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