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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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391 results found

  1. 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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  2. 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  ·  Integrations  ·  Admin →
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  3. 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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  4. Multiple recipients to one signing order (groups in signing order).

    Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order

    31 votes

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    9 comments  ·  Admin →
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  5. Edit document name after its been sent/completed

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  6. 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  ·  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.

  7. 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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  8. Integration with HR systems

    Have HR systems integration, preferable Bambu HR

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  9. 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  ·  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!



  10. 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!

  11. 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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  12. [HubSpot] Import from CRM: add new products to the pricing table after document creation

    The ability to pull up the product information from Hubspot on the document via Import from CRM option.

    32 votes

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    6 comments  ·  Integrations  ·  Admin →
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  13. Automatically organize documents to folders: create trigger to move completed docs to specific folder

    In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents

    91 votes

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    11 comments  ·  Automations  ·  Admin →
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    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.

    Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.

    This automation is available for Business and Enterprise plans.

    Learn how to setup this automation here.

  14. 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!

  15. 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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  16. Images via API

    Merge images into a document via API

    4 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Document sent variable that auto-populates

    Hello,
    Is it possible to have a "date sent" variable as opposed to a date created?

    40 votes

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    5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  18. 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  ·  Integrations  ·  Admin →
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  19. 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  ·  Integrations  ·  Admin →
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  20. 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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