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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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569 results found

  1. 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 →

  2. 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 →

  3. 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  ·  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 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!

  4. 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 →
    Released  ·  Valeryia Baranava responded

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

    Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info.

  5. 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 →

  6. [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 →

  7. 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 →

  8. Recurring monthly payments in Pricing table: set recurring payments in payment gateways

    Implement recurring type of payments in a pricing table

    59 votes

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    Released  ·  12 comments  ·  Admin →

  9. Sync products from HubSpot Products and Quotes with PandaDoc catalog

    Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog

    33 votes

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    6 comments  ·  Integrations - HubSpot  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://www.pandadoc.com/docs/cpq/how-to-guides/integrations/hubspot-product-catalog-sync/

  10. Presentation mode

    Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    63 votes

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    Released  ·  7 comments  ·  Recipient Experience  ·  Admin →

  11. Assign all/several fields to one role/recipient at once in a template [Workaround in comments]

    when I bring in a PDF form and after I autocreate the fields how do I mass assign the role to the recipient and then manually assign the few fields to sender?

    87 votes

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

    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available on templates, documents and forms!

    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be assigned all at once!

    Learn more about this functionality here.

    You can also assign all fields at once on the document level before you send the document.

    • If you have only one recipient, all the fields in your document will be assigned to them automatically as soon as you click Send > Send via email/Share via link.
    • If you have more than one recipient, you can click Send and select Assign all at the top panel and assign all fields to one of the recipients.

  12. Export details - Audit Trail

    Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

    166 votes

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    23 comments  ·  Documents & Data Management  ·  Admin →

  13. 21 CFR Part 11 Compliance

    21 CFR Part 11 Compliance

    131 votes

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    14 comments  ·  Security & Compliance  ·  Admin →

  14. Turn off auto fields snap / auto-aligning fields (workaround in comments)

    Ability to turn off auto snap function when placing fields.

    96 votes

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    22 comments  ·  Usability Improvements  ·  Admin →
    Released  ·  Ellina Redvanova responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.

  15. Add Clickable Table of Contents to Sidebar

    Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.

    10 votes

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    3 comments  ·  Admin →

  16. Catalog - Packs items

    May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    3 votes

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    0 comments  ·  Admin →

  17. Native PandaDoc Redlining

    Ability to redline a document without leaving pandadoc.

    159 votes

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    11 comments  ·  Admin →

  18. Password protection via API

    The customer would like to use password protection when creating the document via API

    3 votes

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    0 comments  ·  API  ·  Admin →

  19. Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce

    Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  20. Allow for KBA: Knowledge Based Authentication

    Allow for KBA: Knowledge Based Authentication

    43 votes

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    5 comments  ·  Security & Compliance  ·  Admin →
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