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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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453 results found

  1. Subtotal variable

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  2. Duplicate Fields with Assigned Role

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

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. Retrigger webhook

    The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  4. Signed(green)/Not Signed(red) orbs

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

  5. Ability to change the color of bullet points Editor 2.0.

    7 votes

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    0 comments  ·  Other  ·  Admin →
    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 is available within the system. Please see the file attached for more information.

    Have a wonderful day!

  6. Convert EV1 Documents to EV2

    1 vote

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    0 comments  ·  Other  ·  Admin →

  7. View API Logs

    view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →

  8. 2-Way Sync for Opportunity products in Salesforce Ev2

    7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  9. Webhook History Enhancements

    "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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    0 comments  ·  Integrations  ·  Admin →

  10. upload document on version 2 within SalesForce

    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 →

  11. Ability to change tokens format in Microsoft Dynamics

    For example, the date

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  12. Inline Commenting

    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 →

  13. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  14. Adding multiple Content Library items at once

    Adding multiple Content Library items at once to the document

    8 votes

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    Released  ·  0 comments  ·  Admin →

  15. Localization for EV2

    10 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

  16. [Integration] Google docs / EV2

    6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →

  17. assign fields automatically to role/recipient that is selected

    3 votes

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

  18. French localization on EV2

    9 votes

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    Released  ·  1 comment  ·  Admin →

  19. Edit document Confirmation Pop Up

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  20. Copy tables from external sources

    2 votes

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    0 comments  ·  Admin →
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