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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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536 results found

  1. Pass currency formats from Zoho

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  2. Profile API Endpoint

    Endpoint to return profile for access token.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  3. Ability to manually change document status via API

    8 votes

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    0 comments  ·  Integrations  ·  Admin →

  4. API - Dynamic Documents

    Ability to create / combine multiple documents or content items into a single larger document.

    5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  5. duplicate pricing table sections

    duplicate pricing table sections

    5 votes

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    0 comments  ·  Admin →

  6. EV2 Grand total and pricing table variables updating dynamically

    6 votes

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

  7. Document Value on Editor 2.0 (aka Grand Total)

    Set the value of the document to calculate based on the Pricing Tables available in the document or template.

    6 votes

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    Released  ·  1 comment  ·  Admin →

  8. Ability to send documents on behalf of other users via API key

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  9. Automatically save signed docs to cloud storages (Google Drive, Dropbox, etc)

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  10. Reoccurring charge in Hubspot

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Filter Documents by Contact's email

    wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  12. [Zoho] Token Formating

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  13. Webhooks for EV2 Workspace

    Webhooks for EV2 Workspace

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  14. Upload a signed PDF instead of the original document at the point the status is changed manually

    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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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    We 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.

  15. Link to CRM Pipedrive ev2

    5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  16. ev2- Salesmate integration

    ev2- Salesmate integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  17. German localization

    5 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

  18. Pass Hubspot fields to PandaDoc fields on uploaded template

    4 votes

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    0 comments  ·  Integrations  ·  Admin →

  19. Spanish localization

    Localization PandaDoc in Spanish.

    4 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

  20. [Doc2doc] Transfer pricing table

    Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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