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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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268 results found

  1. Forms Compatibility with Zapier

    Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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    Released  ·  4 comments  ·  API, Payments & Integrations  ·  Admin →
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  2. Pricing Table - extend Design options

    format column color,
    change font size for Total
    Format color of the Pricing table footer

    190 votes

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    Released  ·  18 comments  ·  Content Editing & Design  ·  Admin →
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  3. Additional filtering options for List Documents API call

    Add possibility to filter by Date Completed and by token value.

    10 votes

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    3 comments  ·  API, Payments & Integrations  ·  Admin →
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    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded
    Please be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1

  4. Add new currency - XPF CFP francs (Pacific Franc)

    I'm probably the only one who will ever need this but it is crucial to my organization. If you could implement this change and add this currency, I would love PandaDoc forever. I would imagine that it would only take a second to add it in the drop down options for table currencies in the property settings of price tables. It would just have to read "XPF CFP francs". Thanks!

    1 vote

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  5. Templates are updated once the Content library item is updated as well

    Content Library Updates also Update Templates

    169 votes

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    26 comments  ·  Templates & Libraries  ·  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!

    We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!

  6. Presentation mode - widescreen

    option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

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    0 comments  ·  Recipient Experience  ·  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 to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/1500010809981--Editor-2-0-Presentation-mode


    Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  7. Save Field Data when resending/editing

    Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    110 votes

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    Released  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  8. export list of incomplete and viewed documents

    Export data on incomplete/viewed documents to a csv or excell file for reference

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. [Fields] change the formatting for fields

    Add ability to change the formatting for fields:
    - aligning
    - text font
    - text color

    122 votes

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    11 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Recurring monthly payments in Pricing table: set recurring payments in payment gateways

    Implement recurring type of payments in a pricing table

    58 votes

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    Released  ·  12 comments  ·  CPQ - Pricing Table  ·  Admin →
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  11. Presentation mode

    Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    63 votes

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    Released  ·  7 comments  ·  Recipient Experience  ·  Admin →
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  12. Add Clickable Table of Contents to Sidebar

    Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.

    10 votes

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    3 comments  ·  CPQ - Pricing Table  ·  Admin →
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  13. Catalog - Packs items

    May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    3 votes

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    0 comments  ·  CPQ - Pricing Table  ·  Admin →
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  14. Native PandaDoc Redlining

    Ability to redline a document without leaving pandadoc.

    159 votes

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    11 comments  ·  Workflow  ·  Admin →
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  15. Full-Text Search For Document Numbering

    To have the feature to use the search bar for document-numbered files.

    4 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  16. Merge cells in a table

    Merge cells in a table.

    154 votes

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    Released  ·  4 comments  ·  CPQ - Pricing Table  ·  Admin →
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  17. EV2 Pricing table - Discount percentage shown in "%" and not in the actual amount.

    Get the discount column in a pricing table to be shown in "%" and not in the actual amount.

    145 votes

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    Released  ·  10 comments  ·  CPQ - Pricing Table  ·  Admin →
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  18. Import contacts using CSV file

    29 votes

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    6 comments  ·  Other  ·  Admin →
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  19. Reorder pages

    A simple way to move and reorder pages in a document.

    161 votes

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    Released  ·  2 comments  ·  CPQ - Pricing Table  ·  Admin →
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  20. Sync payment app total with the total in pricing table (EV2)

    Currently, we do not sn option to sync the total amount on pricing table (if optional is enabled so customer could choose what to purchase) to the payment app (so that is what they would pay). Customer would like this to be automated instead of their clients manually putting the total ammount on the payment app,

    122 votes

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    5 comments  ·  API, Payments & Integrations  ·  Admin →
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