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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Place images and text side by side EV2

    The ability to place images and text side by side in EV2 without putting it in a table

    1 vote

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    Released  ·  0 comments  ·  Admin →

  2. Archive documents

    Archive documents

    59 votes

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    9 comments  ·  Other  ·  Admin →

  3. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

    option to send completed documents to a specific email address automatically

    60 votes

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    8 comments  ·  Automations  ·  Admin →

  4. Convert Google Drive files into editable documents and templates for eSign

    Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.

    5 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  5. Save Custom Colors within PandaDoc

    Client would like the option to save custom colors within pandadoc

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →

  6. Two way sync for Stripe

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  7. Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy

    After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    17 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  8. API PDF upload failure webhook event

    Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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    2 comments  ·  Integrations  ·  Admin →

  9. Pull user email address from Contact object in MS Dynamics

    Pull user email address from Contact object in MS Dynamics

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  10. Add Subscriptions to Pricing table

    Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  11. Datacenter / storage in EU

    EU datacenter.

    52 votes

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    4 comments  ·  Security & Compliance  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please reach out to our Support Team.

  12. change document owner in API.

    change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

  13. Ability to autopopulate variables with the info from the specified document

    Having an option to autofill variables based on the previously signed document. For ex., ability to have Date.Signed variable to be autopopulated by the data from the specified signed document.

    7 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  14. Excel as an attachment

    Ability to upload excel file to a document

    3 votes

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    Released  ·  1 comment  ·  Admin →

  15. API - Create Document form Docx

    Ability to create a document via the API with a docx file type instead of a PDF file type.

    4 votes

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    2 comments  ·  Integrations  ·  Admin →

  16. Add Section wherever in the Pricing table

    Add Sections to the middle of the pricing table when it's already been created.

    4 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  17. EV2 Ability to access files uploaded in upload field via API

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  18. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    Have the same approval workflow setup for multiple templates

    62 votes

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    7 comments  ·  Approvals  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  19. Auto-populate fields based on contact info

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. Share template from one account to another

    6 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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