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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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313 results found

  1. Ability to automatically send a document created in PandaDoc from ActiveCampaign

    3 votes

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  2. add missing currency in PandaDoc - KYD Cayman Islands Dollars

    add missing currency in PandaDoc - KYD Cayman Islands Dollars

    2 votes

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  3. Haitian Gourdes (HTG) currency

    Add the Haitian Gourdes (HTG) currency in the pricing table

    2 votes

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  4. Filter Documents based on Sender awaiting signature

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  5. The decimals in unit prices in the volume-based pricing method with a comma: ","

    The decimals in unit prices in the volume-based pricing method with "," (e.g. 45,2), at the moment this is only possible to use a "." (e.g. 45.2)

    2 votes

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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    Released  ·  AdminLena Zaparozhats (Associate Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as delimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  6. Required selection of checkbox out of a group of checkboxes

    One thing that I enjoyed about Docusign was the ability to have a grouping of checkboxes and force a selection of at least X# of checkboxes. While the checkboxes in Pandadoc have ability to be required, it doesn't allow for you to choose that at least one box needs to be selected out of a grouping of boxes, only that the specific box MUST be selected.

    2 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  7. The ability for the document not be seen by CC'd recipients until it is completed.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Option for View list feature

    • Will allow the user to be able to know who each document is waiting on in a list view without having to open each document.
    1 vote

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    1 comment  ·  Other  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! 


    We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.


    Have a wonderful day! 

  9. Allow signatures and dates to be optional

    There are times where a signature/date is not needed but other times it is. In the case of a form I'm working on where depending on the level of position we are hiring for, The president's signature is needed but for other positions it is not.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  10. Option to customize or change the font or font size on fields

    Option to change the font size on fields

    it will allow the user to change the size of fonts on the ifields.

    8 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  11. Allow specifying document sender email for API

    A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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    Released  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  12. Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.

    Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot

    203 votes

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    17 comments  ·  API, Payments & Integrations  ·  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 allowing to auto-update HubSpot deal products has been released! Please see this link for more information.

  13. Send a document with $0 value

    Should be possible to send a doc and take a ZERO payment

    14 votes

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    Released  ·  5 comments  ·  CPQ - Pricing Table  ·  Admin →
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  14. Advanced Reporting Access for Specific Users

    Would be better if advanced reporting feature can only be accessed by certain users/managers

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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  15. Deleting document should delete document from reporting

    When you delete a document, the document information still shows up in Panda reporting. This causes confusion and shows errors in reporting. When you delete the document, it should delete out of any reports.

    1 vote

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    1 comment  ·  Documents & Data Management  ·  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 allowing to remove deleted documents from Reporting is available within the system. Please see the file attached for more information, and have a wonderful day!

  16. Option to cross out selected text in a document.

    Selecting the text and then cross it out

    https://pandadoc.zendesk.com/agent/tickets/396007

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  17. Creation of multiple documents via uploading files at once within PandaDoc app.

    Creation of multiple documents via uploading files at once within PandaDoc app.

    2 votes

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    1 comment  ·  Mobile  ·  Admin →
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    Released  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    Thank you for the feedback! 


    Bulk import allows you to upload multiple files at once. This helps simplify document creation and allows you to store your previously completed documents in PandaDoc. All files will be uploaded as separate documents to the selected folder in either Draft or Completed status.


    You can read more about it here: 

    https://support.pandadoc.com/hc/en-us/articles/9903483153175-Bulk-import-documents-to-PandaDoc

  18. Set "Attach a PDF to email" as default

    When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.

    By making this the default or giving users the option to set it as default, this would increase efficiency for all.

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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    Released  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    You can set the default to attach a PDF to a completed document notification in Settings > Settings > Email attachment. 


    Check the box that says: 

    Attach a PDF of the completed document to email. 


    When a document is completed, recipients will receive an automated email with a PDF copy of the document attached. 


    You can learn more here: 

    https://support.pandadoc.com/hc/en-us/articles/360026361793#:~:text=Enable%20for%20all%20new%20templates%20and%20documents 

  19. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  20. Signee's store their signature jpg on the paying users account

    We send out dozens of invites a day, my boss has to sign all of these before they go to client. It is not efficient for him to locate his signature image each time. This will be a problem as well with clients who we have frequent communication with. It would be useful if they could save their signature drawing or jpeg to use next time.

    1 vote

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    0 comments  ·  Usability Improvements  ·  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 allowing to set a default uploaded signature is available within the system.

    Have a wonderful day!

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