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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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437 results found

  1. 14 votes

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

    1 vote

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  3. 2 votes

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  4. 1 vote

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  5. More fields in template embedding to gather information from clients

    1 vote

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  6. 6 votes

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  7. 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 →
  8. 5 votes

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

    3 votes

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  10. The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  11. 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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  12. 7 votes

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    0 comments  ·  Other  ·  Admin →

    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. 1 vote

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    0 comments  ·  Other  ·  Admin →
  14. view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
  15. 7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  16. "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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  17. upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  18. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  19. 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 →
  20. Adding multiple Content Library items at once to the document

    8 votes

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    Released  ·  0 comments  ·  Admin →
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