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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7514 results found

  1. Move document in Draft to a specific folder

    Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  2. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

    version history ability to print changed versions within PandaDoc UI
    Provided workaround to print from webpage and change the size of the document.

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  3. Notion

    Notion integration

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. Auto-rename document logic / Rename Forms after completion

    Once a document has been completed by a customer if it is possible for that document to automatically have a name change

    17 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  5. Create a document with a filled signature field via API: pre-sign a document/template via api

    5 votes

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    0 comments  ·  API  ·  Admin →
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  6. Editing signing order from the Send document window

    The option to edit signing order from the Send document window.

    6 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →
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  7. Ability to set a limit for the number of files being uploaded via the document creation.

    Ability to set a limit for the number of files being uploaded via the document creation.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  8. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

    Would like to have a report to pull CRM created docs vs. PD created docs by user
    Request rooted from QBR

    16 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. Forms info transfer into a contract: Update a contact with form responses

    Example.. we send a customer a document they complete that document. they become a contact within pandadoc. they later are emailed a link to complete a form. form responses tie into their existing contact info

    6 votes

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    2 comments  ·  Automations  ·  Admin →
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  10. Option to show the paid amount on the completed document

    • On the PDf of the completed document the paid amount will show up.
    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. Ruby SDK

    Official Ruby SDK for PandaDoc

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Ability to leave comments on a document and respond to comments via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. Option to view details of when emails was sent with copies of fully signed documents (Audit Trail)

    Option to view details of when emails was sent with copies of fully signed documents

    • Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  14. Selected filters remain when user returns to the documents tab

    When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  15. Ability to download content library items as Word docs

    "Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  16. Ability to set a default CC'd recipient email for all documents

    Ability to set a default CC'd recipient email for all documents

    9 votes

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    0 comments  ·  Automations  ·  Admin →
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  17. [Templates] Converting document to template with the comments that were made on document.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  18. download the files added to collect files field via API

    download the files added to collect field via API

    https://pandadoc.zendesk.com/agent/tickets/476273

    1 vote

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    0 comments  ·  API  ·  Admin →
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  19. Ability to share Product catalog with contacts without a PandaDoc account

    It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  20. Attach completed PDF to Leadconnector CRM via Zapier

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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