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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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268 results found

  1. CC recipients for forms

    Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)

    13 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Collect files field (Upload field EV2)

    Upload field ev2

    217 votes

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    Released  ·  7 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Create and edit via API

    Create and edit via API

    22 votes

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    2 comments  ·  API, Payments & Integrations  ·  Admin →
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  4. Redlining - allow recipients to accept suggestions

    Ability for other roles to accept the redlining suggestions

    2 votes

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    Released  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Add ANG or NAfl (Netherlands Antillean Guilder) for currency

    1 vote

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  6. ability to fill in the text fields with the content saved to the content library on shared templates

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  7. Option to put fileds using API

    Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  8. Option signature fields

    Sometimes we don't know how many signers will be on a document and there's a need to have optional signature fields, in case theres more than we expect or less than we expect.

    1 vote

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Edit document name after its been sent/completed

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  10. Create a community site for developers

    It will be helpful if there is a community site that developers can ask questions and exchange information.

    1 vote

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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


    Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.

  11. Ability to remove the "you can sign up too" after a document is signed by a client

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. Integration with HR systems

    Have HR systems integration, preferable Bambu HR

    2 votes

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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  13. i m trying to add a text box in table

    i m trying to add a text box in table

    1 vote

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) 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 add a text block on top of a table is already available within the system. Please see the video guide how to do it: https://share.getcloudapp.com/kpu4gbBg 


    Many thanks for your time! Have a wonderful day!



  14. I need a method to transfer variable values between pre-existing documents

    I need a method to transfer variable values between pre-existing documents

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to transfer the variable values from one document to another is already available within the system. You can read more about this here:

    https://support.pandadoc.com/hc/en-us/articles/360035607433--Editor-2-0-Transfer-data-from-one-document-to-another

    Many thanks for your time! Have a wonderful day!

  15. Share templates and Content Library items in Editor 2.0

    Share templates and Content Library items in Editor 2.0 by a user

    58 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. Ability to set the default font on the account level.

    Ability to set the default font on the account level.

    1 vote

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to select a default theme (font) on your account level is already available within the system. Here’s a video guide on how to access the option:

    https://share.getcloudapp.com/llu6qNKe

    Many thanks for your time! Have a wonderful day!

  17. Sent and Delivered within the document analytics

    1 vote

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    0 comments  ·  Other  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to see if a document was sent is already available within the system: https://share.getcloudapp.com/P8u6LZ6j. You can access this option from the Document details view: https://share.getcloudapp.com/7KuqD4jb

    Many thanks for your time! Have a wonderful day!

  18. Recover deleted documents

    Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own

    95 votes

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    Released  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  19. Images via API

    Merge images into a document via API

    4 votes

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    Released  ·  0 comments  ·  API, Payments & Integrations  ·  Admin →
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  20. Basic integration with Slack

    Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    26 votes

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    Released  ·  5 comments  ·  API, Payments & Integrations  ·  Admin →
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