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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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535 results found

  1. [Word Import] Import numbered and bullet lists from MS Word documents

    Improve the document conversion processes to ensure that when documents are downloaded from or uploaded to PandaDoc, they reflect the original format seen in the editor with high fidelity.

    Improving the import, editing, and handling processes for complex and legal documents within PandaDoc, ensuring that specialized formatting like legal numbering and structured indentations are preserved accurately.

    "Adding in a legal document with the below format does not work. We're having to manually type each number out for a 20 page document which is a massive headache when changing/updating."
    "Please can panda docs improve 'the Only simple number lists (with numbers,…

    192 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  2. improve the email notification when a collaborator is invited.

    When a collaborator is invited, the email notification should display the name of the document they are invited to collaborate on, rather than showing the workspace name.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  3. Restrict access to the documents by using Grant access button

    The client's feedback:

    We’ve reviewed the setting you mentioned regarding access requests, and we understand that disabling it can prevent users from requesting access. However, this does not address the core issue we reported.

    To clarify again: when a user requests access to a document and we receive the email notification, simply clicking on the document link in the email (not the “Grant Access” button) automatically grants the requester guest access to our account. This is happening without any explicit approval or confirmation from our side.

    This behavior represents a significant security flaw, as access should only be granted when…

    2 votes

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    0 comments  ·  Security & Compliance  ·  Admin →

  4. Two way sync with Pipedrive

    Option for Pipedrive 2 way sync

    46 votes

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    7 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)


    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

  5. Installments | Split payments on a document into more than 2 payments

    Split payment on a document into more than two installments (please specify how many).

    19 votes

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    2 comments  ·  Quote to Cash  ·  Admin →

  6. Push Additional Information into Stripe with Payment

    Be able to pass other contact information from the document into Stripe, such as recipient name and address.

    22 votes

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    7 comments  ·  Quote to Cash  ·  Admin →

  7. Link document from PandaDoc to Salesforce: search opportunity by ID

    Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
    Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  8. Quote builder: ability to wrap product description

    I’m looking for a way to wrap product descriptions underneath the product name in Quote Builder, similar to how it works in our pricing tables. Currently, the options are limited to hiding/unhiding or collapsing the descriptions. Thanks!

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminAnastasia Koshko (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.


    To wrap a description under a product name, open Quote Builder → Design tab → open Description settings and turn on "Wrap in table view".

  9. Salesforce: Upgrade API version for APEX Classes

    We are preparing for Salesforce’s upcoming implementation of a new locale format across our organization. During our review, we identified that some APEX classes in the PandaDocs package are using API versions 45 or earlier. As this update may affect locale-sensitive operations (such as date, time, number, and currency formatting), we are concerned that the older APEX class versions might introduce compatibility issues.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →

  10. Automate HubSpot Specific Property Updates Based on Pandadoc Template Status

    Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

    Detailed Description:

    Trigger Event:

    When a PandaDoc document, created using a designated template, reaches a "completed" status.
    Action in HubSpot:

    Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
    Workflow Activation:

    The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending…

    1 vote

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    1 comment  ·  Integrations - HubSpot  ·  Admin →

  11. Custom Electronic Disclosure Message

    Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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    Released  ·  2 comments  ·  Other  ·  Admin →

  12. Recipient Groups on the template level

    Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.

    12 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →

  13. attachments

    When I include a field for attachment submittal, when the document is completed and the file is uploaded by the recipient it is also automatically saved as it own file and saved in google drive or any other folder as its own document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  14. Add hyperlink to products (quote builder and pricing table)

    Add hyperlinks to products (quote builder and pricing table)

    3 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →

  15. Audit log for accounts showing user activity in the workspace

    Admin access to audit logs for accounts showing user activity in the workspace

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  16. Variables for the quote builder

    Variables for the quote builder

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote data fields

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.


  17. Recipient Groups for API

    The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
    Customer requesting: mpetit@homebound.com

    10 votes

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    0 comments  ·  API  ·  Admin →

  18. [Quote Builder]: Change default fonts

    Ability to change default fonts on the Quote Builder

    11 votes

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    4 comments  ·  Quote Builder & Pricing table  ·  Admin →

  19. Two way sync with HubSpot

    Option for 2 way sync with HubSpot

    17 votes

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    3 comments  ·  Integrations  ·  Admin →

  20. Change Opportunity status in MS Dynamics

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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