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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. 2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  3. Webhooks for EV2 Workspace

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  4. Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?

    When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?

    3 votes

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    Hello there,


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


    I'm glad to inform you that our dev and product teams released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status


    We are grateful for your time! Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  5. 5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  6. ev2- Salesmate integration

    1 vote

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  7. 5 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
  8. 4 votes

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  9. Localization PandaDoc in Spanish.

    4 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
  10. Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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  11. 3 votes

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  12. The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot

    4 votes

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    Hi,

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


    To achieve that, in the template pricing table, hide the Name column. Then, click on the plus sign on the right side of the pricing table and under "Add hidden", select the Name column, but not the Description column.


  13. The "Hurray! Document completed" message should be in Italian

    3 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
  14. PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.

    4 votes

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  15. Make all fields required when placing them in a document

    3 votes

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  16. BulkSend in Editor 2.0

    3 votes

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    Released  ·  0 comments  ·  Admin →
  17. The ability to add multiple users in a Wrokspace of the account. Either new users or users from other workspaces.

    3 votes

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  18. Would like grand total token to be at full feature parity from Editor 1 to Editor 2.

    2 votes

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    Released  ·  0 comments  ·  Admin →
  19. 2 votes

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  20. Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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