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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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453 results found

  1. Require drawn signature for signers

    Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →

  2. Ability to automatically send a document created in PandaDoc from ActiveCampaign

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. Pull custom fields into the Quote builder

    Pull custom fields into the Quote builder

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  4. [Quote Builder] ability to turn off the "Buy X for $Y each" green promotions for the volume-pricing products

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  5. add missing currency in PandaDoc - KYD Cayman Islands Dollars

    add missing currency in PandaDoc - KYD Cayman Islands Dollars

    2 votes

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    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  6. Bundles API

    API support for document bundles

    42 votes

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    7 comments  ·  Integrations  ·  Admin →

  7. Haitian Gourdes (HTG) currency

    Add the Haitian Gourdes (HTG) currency in the pricing table

    2 votes

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    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  8. salesforce document title

    Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

    You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.

  9. Filter Documents based on Sender awaiting signature

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  10. The decimals in unit prices in the volume-based pricing method with a comma: ","

    The decimals in unit prices in the volume-based pricing method with "," (e.g. 45,2), at the moment this is only possible to use a "." (e.g. 45.2)

    2 votes

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    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as delimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  11. Option to customize or change the font or font size on fields

    Option to change the font size on fields

    it will allow the user to change the size of fonts on the ifields.

    9 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  12. The ability for the document not be seen by CC'd recipients until it is completed.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  13. Option for View list feature

    • Will allow the user to be able to know who each document is waiting on in a list view without having to open each document.
    1 vote

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    1 comment  ·  Other  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! 


    We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.


    Have a wonderful day! 

  14. Allow signatures and dates to be optional

    There are times where a signature/date is not needed but other times it is. In the case of a form I'm working on where depending on the level of position we are hiring for, The president's signature is needed but for other positions it is not.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →

  15. Send a document after document completion

    send a follow-up email/document after document completion

    46 votes

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    8 comments  ·  Automations  ·  Admin →

  16. Allow specifying document sender email for API

    A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  17. Hubspot two-way sync (2-way sync): info updated in PandaDoc can get sent back to HubSpot and visa versa.

    Info updated in PandaDoc can get sent back to HubSpot and visa versa. Sync pandadocdoc value/grand total back into hubspot

    203 votes

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    17 comments  ·  Integrations  ·  Admin →
    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 HubSpot deal products has been released! Please see this link for more information.

  18. Send a document with $0 value

    Should be possible to send a doc and take a ZERO payment

    14 votes

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    Released  ·  5 comments  ·  Admin →

  19. update products in SF based on the recipient's.

    update products in SF based on the recipient's.

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  20. Advanced Reporting Access for Specific Users

    Would be better if advanced reporting feature can only be accessed by certain users/managers

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
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