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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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394 results found

  1. Pull values from Google sheet rows to PandaDoc: possibility to create documents using info from Google sheets [Workaround in comments]

    14 votes

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    3 comments  ·  Integrations  ·  Admin →
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    Released  ·  Veronika Gurianova 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!

    Link

  2. Track if docs have been downloaded.

    check mark/color change : if a doc has been downloaded??

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  3. Ability to link documents created via Zapier to a folder automatically

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  4. Create placeholder for the checkbox via API for Editor 2.0

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. More fields in template embedding to gather information from clients

    More fields in template embedding to gather information from clients

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Recipient Field Navigation by Tabbing

    6 votes

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    Released  ·  1 comment  ·  Usability Improvements  ·  Admin →
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  7. Ability to Set variable/token type to currency

    When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    13 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  8. Subtotal variable

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  9. Duplicate Fields with Assigned Role

    When duplicating a field have the role assigned copy over when multiple roles are in a template/document.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Retrigger webhook

    The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Signed(green)/Not Signed(red) orbs

    When you open a document, to have the red color for the orb of the person, who hasn't signed, and the green color for the orb of the person, who has signed so that you don't have to click on each recipient every time

    1 vote

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  12. Ability to change the color of bullet points Editor 2.0.

    7 votes

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    0 comments  ·  Other  ·  Admin →
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    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. Please see the file attached for more information.

    Have a wonderful day!

  13. Convert EV1 Documents to EV2

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. View API Logs

    view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. 2-Way Sync for Opportunity products in Salesforce Ev2

    7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  16. Webhook History Enhancements

    "When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  17. Ability to change tokens format in Microsoft Dynamics

    For example, the date

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  18. Inline Commenting

    ability to delegate tasks and collab on specific pieces of text or blocks within a document

    10 votes

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    Released  ·  1 comment  ·  Admin →
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  19. Adding multiple Content Library items at once

    Adding multiple Content Library items at once to the document

    8 votes

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    Released  ·  0 comments  ·  Admin →
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  20. Localization for EV2

    10 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
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