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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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535 results found

  1. password protect documents

    password protect document option for business plan

    5 votes

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    0 comments  ·  Other  ·  Admin →

  2. Images in pricing table in Ev2

    Insert images in pricing table in Editor 2.0.

    121 votes

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    3 comments  ·  Admin →

  3. Slack notifications for document signers (internal to workspace)

    Slack notifications for document signers (internal to workspace)

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  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 receive updates on your document status via Slack is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/4409517867159--Editor-2-0-Slack


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  4. Update salesforce opp once the document is completed

    Update salesforce opp once the document is completed without Zapier.

    6 votes

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    3 comments  ·  Integrations  ·  Admin →

  5. Automatically pull images into PandaDoc

    Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  6. Redlining - allow undo of setting revision as final

    Give the ability to unmark a revision as being final. On occasion things can change after a revision has been marked as final but there's currently no way of editing the document after this.

    1 vote

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    Released  ·  0 comments  ·  Admin →

  7. Auto-update templates/CLIs if the item is updated in Catalog

    Auto-update templates/CLIs if the item is updated in Catalog

    103 votes

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    23 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 excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.

    Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.

  8. Disable Download/Print PDF option for recipient

    Make unavailable the ability to download the pdf version of incomplete document for the recipient.

    101 votes

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    Released  ·  16 comments  ·  Recipient Experience  ·  Admin →

  9. discounted price per unit

    The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    26 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  10. HubSpot refresh pricing table

    Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    21 votes

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    1 comment  ·  Integrations  ·  Admin →

  11. Error in UF currency format

    the UF currency must have two decimal places. Please correct as soon as possible

    2 votes

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    0 comments  ·  Admin →

  12. Manage Signing Order UX Improvement

    This is a very simple thing but when I want to reorder the Signing Order, I have to click to the left of the names to drag and change the order.

    A great improvement would be allowing the user to just click on the name and drag so I don't have to "click snipe"

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  13. User interface localization (German and French)

    40 votes

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    Released  ·  6 comments  ·  Localization  ·  Admin →

  14. Volume-based Pricing (formerly Tiered pricing)

    Enable rule-based discounts in the pricing table. Each catalog item has a set of prices depending on the quantity.

    111 votes

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    13 comments  ·  Admin →

  15. A3 and Legal Page Size

    American legal size paper - 8.5 x 14 inches
    A3 page size

    92 votes

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    14 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Great news! We've launched new page sizes for US Legal and A3. Want to update the page size within your document? Follow the steps below:


    1. Open the document editor
    2. Click "...." in the top right corner of the page which size you want to change
    3. Choose "Page properties" in the dropdown
    4. In the right menu find "LAYOUT" section and click on it
    5. Choose "Page size"


    The page size changes only for the page you select, so if you would like to change the page sizes for all pages - the steps above should be repeated. If you upload a file, the page size will be detected automatically. 

  16. [Dashboard] display workspace name on the Dashboard

    14 votes

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    5 comments  ·  Documents & Data Management  ·  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 view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  17. The ability to remove the option. "sign in your chosen font". I need people to actually sign or upload a signature. pretty font is not lega

    The ability to remove the option. "sign in your chosen font".

    I need people to actually sign or upload a signature. A pretty font is not legal for our business.

    1 vote

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    1 comment  ·  Admin →

  18. The ability to separate the payment per one document into multiple installments

    8 votes

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

    We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:


    • Split payments into two parts (deposit + remainder)
    • Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
    • Provide recipients with a complete schedule of installments
    • Automatically send reminders before due date


    Check this article to know more about Installments.


    If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments

  19. Ability to name Image Block

    I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.

    3 votes

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    1 comment  ·  Admin →

  20. Advanced reporting combined for all workspaces

    Customer would like to pull a report of all workspaces and filter by workspace.

    26 votes

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    2 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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