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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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568 results found

  1. Get the reason for a declined document via API

    When someone "Decline" document with reason filled - how can i get this reason from API

    22 votes

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    2 comments  ·  API  ·  Admin →
    Released  ·  AdminVolha Dziahtsiar (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

    Workspace administrators can simply make a GET request to the endpoint, providing the specific document_id. The endpoint returns a full paginated audit log for a specified document, including:

    • Core actions like sending, viewing, signing, editing
    • Advanced events such as payment status, KBA and QES attempts
    • Metadata: timestamps, IP addresses, user identity
    • Decline reasons and the user who declined

    For more information, please click the link below!

    [Hyperlink]

  2. API PDF upload failure webhook event

    Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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    2 comments  ·  Integrations  ·  Admin →

  3. Make the Finish button more clear

    Recipients often do not notice the Finish button after signing docs.

    43 votes

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    6 comments  ·  Usability Improvements  ·  Admin →
    Released  ·  Valeryia Baranava 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 check the screenshot below!


  4. Being able to have a template in landscape mode instead of Portrait

    I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    3 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    HI! 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 the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO

  5. Template Embedding EV2 (Forms)

    53 votes

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    Released  ·  3 comments  ·  Admin →

  6. SugarCRM version 10.3

    SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    The PandaDoc extension supports SugarCRM version 12.0, and will continue to work with older versions from 8.*.*. onwards.

    Please see more here: Sugar CRM.

  7. Customisation on Table of Contents

    There should be an option to add a customisation to the Table of Contents on EV2.

    67 votes

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    Released  ·  5 comments  ·  Admin →

  8. The option to add completed documents as attachments in Hubspot (like in SF).

    Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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    2 comments  ·  Integrations  ·  Admin →

  9. Customize Activity Reporting

    Customers can customize what should be included in a activity csv report file.

    37 votes

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    4 comments  ·  Other  ·  Admin →

  10. Option to disable Authorization modal window for eForms / Disable the pop-up to access a Form.

    Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    35 votes

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    7 comments  ·  Forms  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,
    Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com. For more information, please click the link below! 

    Smart Forms

  11. receive contact ID via API

    We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  12. Set a character limit in text fields

    Set a character limit in text boxes (fields).

    58 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →

  13. Page numbers in table of contents

    75 votes

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    Released  ·  3 comments  ·  Content Editing & Design  ·  Admin →

  14. Link2CRM for non-draft status documents

    Ability to link non-draft documents to CRM records.

    56 votes

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    12 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,


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


    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  15. filter documents by status

    filter documents by status, so that you could see only the chosen status

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  16. Transfer Documents Ownership to Another User

    Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.

    Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.

    53 votes

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    Released  ·  8 comments  ·  Sharing & Collaboration  ·  Admin →

  17. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    0 comments  ·  API  ·  Admin →

  18. Pushing SKU from Hubspot to PandaDoc

    Pushing SKU from Hubspot to PandaDoc.

    30 votes

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    2 comments  ·  Integrations  ·  Admin →

  19. Ability to add a variable in a hyperlink

    Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.

    1 vote

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ

    Hi there, PandaDoc Team!

    Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.

    Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.

    It looks like this used to be possible:

    https://c2-digital.gyazo.com/7cb1989eaa4dea9364d54a7db6347b43

    But now, once you select a source, Template is required:

    https://c2-digital.gyazo.com/a8d1b79a5a05ce058fc8c136c9e6ed19

    Thanks, and…

    1 vote

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    Released  ·  0 comments  ·  Admin →
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