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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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565 results found

  1. change document owner in API.

    change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

  2. Microsoft 365

    Microsoft 365 integration

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) 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!


    https://appsource.microsoft.com/en-cy/product/dynamics-365/pandadoc.3d108c35-df01-46d9-9237-8cb09b7a71e5?tab=Overview


    https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide

  3. Mobile app create and send docs EV2

    66 votes

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    Released  ·  4 comments  ·  Mobile  ·  Admin →

  4. Show line item's discount sum

    Be able to make the discount in the footer show the sum of line item discounts (at the moment (12 October 2020) it's possible only to set up either the fixed discount for the whole sum or the line item discount)

    11 votes

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    0 comments  ·  Admin →

  5. Reporting by Template

    User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    2 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  6. The ability to adjust the font size for the entire pricing table.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  7. Regular Expression field validation

    https://en.m.wikipedia.org/wiki/Regular_expression

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  8. Download attachments via API

    7 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →

  9. API - Create Document form Docx

    Ability to create a document via the API with a docx file type instead of a PDF file type.

    4 votes

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    2 comments  ·  Integrations  ·  Admin →

  10. [Fields] change Date Field format

    Change the Date format for all Date fields in one click and save the settings for new docs.

    Examples:
    - yy/mm/dd

    43 votes

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    Released  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. EV2 Ability to access files uploaded in upload field via API

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  12. Convert Google Drive files into editable documents and templates for eSign

    Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.

    5 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  13. Password-Protection Editor 2

    I need to be able to password protect documents that get sent to clients and it seems this is not yet available in version 2.0? is it possible to get my trial rolled back to version 1.0 please?

    54 votes

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    1 comment  ·  Admin →

  14. Attach files in Ev2

    https://support.pandadoc.com/hc/en-us/articles/360009533653--Classic-Editor-Attach-files-to-documents

    42 votes

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    Released  ·  1 comment  ·  Other  ·  Admin →

  15. API endpoint link2CRM

    Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →

  16. Individual variables for each pricing table total

    system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    48 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

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

    We’re excited to let you know that the feature is available. Please see this link for more information.

    Have a wonderful day!

  17. Link to CRM: Include and pull products / pricing table line items from CRM

    Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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    4 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava 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 Update a document with values from CRM (Pipedrive or Hubspot) has been released. Please see these links for more information: 





  18. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)


    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

  19. API: Create Document Link for Editor 2.0 documents

    Create Document Link for Editor 2.0 documents in API
    https://developers.pandadoc.com/reference#link-to-a-document

    18 votes

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    Released  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →

  20. add image to table columns

    add image to table columns

    43 votes

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    Released  ·  2 comments  ·  Admin →
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