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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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536 results found

  1. 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 →

  2. Use tab to jump to the next field to fill and assign field

    Use tab to jump to the next field to fill and assign field

    50 votes

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    Released  ·  6 comments  ·  Usability Improvements  ·  Admin →

  3. Validate credit card details

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  4. Manage/add contacts via public API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  5. Fields sync back to Salesforce

    The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    62 votes

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    8 comments  ·  Integrations  ·  Admin →

  6. Map HubSpot Products to multiple PD pricing Tables

    Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  7. Source PDF replacement

    The option that will allow a user to replace the uploaded PDF with another PDF but leave all the text blocks and fields on the places where they are now.

    67 votes

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    Released  ·  3 comments  ·  Admin →

  8. Cost and margin EV2 (Profit and margin calculation)

    83 votes

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    9 comments  ·  Admin →

  9. swap person in signing order

    If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    2 votes

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    0 comments  ·  Admin →

  10. Ability to Add Custom Mapping Via API in EV2

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  11. 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 →

  12. 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 →

  13. 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  ·  Quote to Cash  ·  Admin →

  14. 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 →

  15. 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

  16. [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 →

  17. 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.

  18. 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 →

  19. 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.

  20. Ability to reorder variables in variables List

    86 votes

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