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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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772 results found

  1. Option to disable Authorization modal window for eForms / Disable the pop-up to access a Form.

    Option to disable Authorization modal window for eForms -- when you already have these fields (First name, Last name and email) populated into the form, using tokens.

    35 votes

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    7 comments  ·  Forms  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support Team. For more information, please click the link below!

    Smart Forms

  2. receive contact ID via API

    We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  3. Set a character limit in text fields

    Set a character limit in text boxes (fields).

    58 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Page numbers in table of contents

    75 votes

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    Released  ·  3 comments  ·  Content Editing & Design  ·  Admin →

  5. Text Alignment similar to MS Word

    Difficulties with indentation.

    15 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →

  6. Link2CRM for non-draft status documents

    Ability to link non-draft documents to CRM records.

    56 votes

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    12 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

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

    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 

    Many thanks for your time! Have a wonderful day! 

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  7. filter documents by status

    filter documents by status, so that you could see only the chosen status

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  8. add attachments for manually completed documents for ev2

    Automatically add the attachments to the manually completed docs
    Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

  9. Transfer Documents Ownership to Another User

    Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.

    Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.

    53 votes

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    Released  ·  8 comments  ·  Sharing & Collaboration  ·  Admin →

  10. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    0 comments  ·  API  ·  Admin →

  11. Replying notification email

    I would like the recipient reply more than one emails when replying notification email.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  12. Pushing SKU from Hubspot to PandaDoc

    Pushing SKU from Hubspot to PandaDoc.

    30 votes

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    2 comments  ·  Integrations  ·  Admin →

  13. Ability to add a variable in a hyperlink

    Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.

    1 vote

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

  14. Option to test payment on a document using Stripe (sandbox)

    Customer would like to test using Stripe (if it is possible without using their card for payment)

    28 votes

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    3 comments  ·  Quote to Cash  ·  Admin →

  15. Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ

    Hi there, PandaDoc Team!

    Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.

    Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.

    It looks like this used to be possible.
    But now, once you select a source, Template is required.

    Thanks, and please let…

    1 vote

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    Released  ·  0 comments  ·  Admin →

  16. Pricing table currency based on Salesforce opportunity

    Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    16 votes

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    5 comments  ·  Integrations  ·  Admin →

  17. pass variables/a variable to the document name through zapier

    pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →

  18. Webhook for New Template Created or Template changed

    When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →

  19. change document owner in API.

    change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

  20. Microsoft 365

    Microsoft 365 integration

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Alessio Ragni responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    https://appsource.microsoft.com/en-cy/product/dynamics-365/pandadoc.3d108c35-df01-46d9-9237-8cb09b7a71e5?tab=Overview

    https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide

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