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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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572 results found

  1. duplicate pricing table sections

    5 votes

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  2. 6 votes

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  3. 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 →
  4. 1 vote

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  5. 6 votes

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  6. 3 votes

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  7. 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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  8. 2 votes

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

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  10. 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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    Released  ·  Valeryia Baranava 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.

  11. 5 votes

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

    1 vote

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  13. 5 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
  14. 4 votes

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  15. Localization PandaDoc in Spanish.

    4 votes

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

    3 votes

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  17. 3 votes

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  18. 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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    Released  ·  Victoria Solovey responded

    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.

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

    3 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
  20. 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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