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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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536 results found

  1. Portuguese Localization

    Portuguese for Ev2.

    14 votes

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    0 comments  ·  Localization  ·  Admin →

  2. Share Folders between Workspaces

    Ability to share whole folder to another workspace

    25 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello 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 share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  3. workspace invite link for paid plans

    workspace invite link for paid plans

    1 vote

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    Released  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  4. Sections in Ev2 pricing table via API

    Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  5. Template to doc folder

    Documents created from a template automatically move to a specific folder once created/sent

    12 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →

  6. Forgot password button at login

    1 vote

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    0 comments  ·  Other  ·  Admin →

  7. Integrations: Support custom product fields in Pipedrive

    Integrations: Support custom product fields in Pipedrive

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  8. Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces

    Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  9. [Salesforce] Pull data in different formats

    16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →

  10. Document Expiration Date token

    A predefined token for "Document Expiration Date

    18 votes

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    Released  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. Zendesk Sell Integration for EV2

    Zendesk Sell Integration for EV2

    24 votes

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    1 comment  ·  Integrations  ·  Admin →

  12. The ability to map product fields inside of Hubspot and transfer them to the pricing table in PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  13. [Comments] Ability to delete comments

    Editor 2.0

    Ability to delete comments

    15 votes

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

  14. Public API for Editor 2.0 to support sandbox key, share document link, embed document

    4 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →

  15. different colors for signer's icons

    different colors for signer's icons

    1 vote

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    Released  ·  0 comments  ·  Admin →

  16. Save PandaDocs as word

    Save PandaDocs as word

    1 vote

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

  17. option to cancel or void viewed doc

    option to cancel or void viewed doc

    1 vote

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

  18. Pass Recurring fees from Hubspot to PandaDoc

    Recurring fees pull from Hubspot.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →

  19. Remote Online Notary feature

    Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    15 votes

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    0 comments  ·  Integrations  ·  Admin →

  20. Upload fields are supported in embedded templates: Collect Files field in Forms

    20 votes

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