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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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453 results found

  1. Show line item's discount sum

    Be able to make the discount in the footer show the sum of line item discounts (at the moment (12 October 2020) it's possible only to set up either the fixed discount for the whole sum or the line item discount)

    11 votes

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    0 comments  ·  Admin →

  2. Reporting by Template

    User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    2 votes

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

  3. The ability to adjust the font size for the entire pricing table.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  4. Regular Expression field validation

    https://en.m.wikipedia.org/wiki/Regular_expression

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  5. Download attachments via API

    7 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →

  6. API - Create Document form Docx

    Ability to create a document via the API with a docx file type instead of a PDF file type.

    4 votes

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    2 comments  ·  Integrations  ·  Admin →

  7. [Fields] change Date Field format

    Change the Date format for all Date fields in one click and save the settings for new docs.

    Examples:
    - yy/mm/dd

    43 votes

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    Released  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →

  8. EV2 Ability to access files uploaded in upload field via API

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  9. Convert Google Drive files into editable documents and templates for eSign

    Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.

    5 votes

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

  10. Password-Protection Editor 2

    I need to be able to password protect documents that get sent to clients and it seems this is not yet available in version 2.0? is it possible to get my trial rolled back to version 1.0 please?

    54 votes

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    1 comment  ·  Admin →

  11. Attach files in Ev2

    https://support.pandadoc.com/hc/en-us/articles/360009533653--Classic-Editor-Attach-files-to-documents

    42 votes

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    Released  ·  1 comment  ·  Other  ·  Admin →

  12. API endpoint link2CRM

    Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →

  13. Individual variables for each pricing table total

    system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    48 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  14. Link to CRM: Include and pull products / pricing table line items from CRM

    Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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    4 comments  ·  Integrations  ·  Admin →

  15. API: Create Document Link for Editor 2.0 documents

    Create Document Link for Editor 2.0 documents in API
    https://developers.pandadoc.com/reference#link-to-a-document

    18 votes

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    Released  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →

  16. add image to table columns

    add image to table columns

    43 votes

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    Released  ·  2 comments  ·  Admin →

  17. Attachment on forms

    The ability to add attachments to forms

    2 votes

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    Released  ·  1 comment  ·  Templates & Libraries  ·  Admin →

  18. Option to use upload fields in Forms

    Allow recipients to upload files when filling out a Form

    2 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →

  19. Ability to Search HubSpot deals to link to

    Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    16 votes

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    2 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 search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  20. Salesforce CPQ

    Integration similar to Salesforce but for Salesforce CPQ

    50 votes

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

    Hi,
    Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

    • Create stunning customizable quotes easily
    • Collect legally binding signatures
    • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

    For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

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