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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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521 results found

  1. Allow recipients to upload files when filling out a Form

    2 votes

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  2. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    16 votes

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    Hello there,


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


    Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  3. Integration similar to Salesforce but for Salesforce CPQ

    50 votes

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    Hi,
    Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

    • Create stunning customizable quotes easily
    • Collect legally binding signatures
    • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

    For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

  4. 10 votes

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  5. 34 votes

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  6. Integration with NetSuite

    40 votes

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  7. sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

    1 vote

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  8. 27 votes

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    Released  ·  Maria Fomenko responded

    Hi PandaDoc customers! I'm happy to announce that ability to rename variables was released

  9. 25 votes

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  10. Ability to upload excel file to a document

    3 votes

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    Released  ·  1 comment  ·  Admin →
  11. 7 votes

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  12. The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    9 votes

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  13. Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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  14. API call to create a template.

    21 votes

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    2 comments  ·  API  ·  Admin →
  15. It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…

    11 votes

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  16. Possibility to update all documents with the new theme without opening each template/item and choose the right theme.

    33 votes

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    Released  ·  4 comments  ·  Admin →
  17. 1 vote

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  18. 28 votes

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  19. content library preview feature for ev2

    19 votes

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  20. Set signing order in API call (for documents created from PDFs).

    12 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
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