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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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350 results found

  1. 3 votes

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  2. 9 votes

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  3. 2 votes

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  4. 3 votes

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  5. Endpoint to return profile for access token.

    1 vote

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  6. 8 votes

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  7. Ability to create / combine multiple documents or content items into a single larger document.

    5 votes

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  8. duplicate pricing table sections

    5 votes

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  9. 6 votes

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  10. Set the value of the document to calculate based on the Pricing Tables available in the document or template.

    6 votes

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  11. 1 vote

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  12. 6 votes

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  13. 2 votes

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  14. Webhooks for EV2 Workspace

    2 votes

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  15. Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?

    When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?

    3 votes

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    Hello there,


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


    I'm glad to inform you that our dev and product teams released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status


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


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  16. 5 votes

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  17. ev2- Salesmate integration

    1 vote

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  18. 5 votes

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    We’ll send you updates on this idea

    Released  ·  0 comments  ·  Localization  ·  Admin →
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  19. Localization PandaDoc in Spanish.

    4 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
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  20. Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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