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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. More filters for documents

    Sort the document by status and direct period of time.

    15 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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  2. Split the document value

    The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.

    6 votes

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    Idea  ·  0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  3. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    Have the same approval workflow setup for multiple templates

    57 votes

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    6 comments  ·  Approvals  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, 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!

  4. [Bulk Action] Bulk Export Document Details Using API

    We are trying to call the document list API and then use the document IDs to fetch all the document information (Document details API) and store it in snowflake.

    But as document details API only responds with only one document details, Exporting details for all the documents is very time-consuming even with parallel API calls. Hence a Bulk API export will be helpful.

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  5. Migrate all the documents from PandaDoc to Hubspot

    A direct file migration with functionality to Hubspot

    4 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Admin →
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  6. Display "send reminder" action in Audit trail

    9 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  7. Bitrix24

    Integration with Bitrix 24

    10 votes

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    Idea  ·  2 comments  ·  Integrations  ·  Admin →
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  8. Auto-populate fields based on contact info

    3 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  9. Share template from one account to another

    4 votes

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    Idea  ·  2 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. PandaDoc in Romanian

    5 votes

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    0 comments  ·  Localization  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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:

    - Recipient view localization.

    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.

  11. Workable

    integration with workable

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  12. Ability to forward document signing by forwarding notification email

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  13. Partially fill in document fields

    Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

    8 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  14. API: More information to pass

    2 votes

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    Idea  ·  0 comments  ·  API  ·  Admin →
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  15. Show the workspace name instead of the account name in email notifications

    3 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  16. attach the PDFs of the completed documents under Documents in an Opp record in Sugar

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  17. Send a notification when PandaDoc account is disconnected from Salesforce

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  18. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  19. Bulk Send: Download all completed documents in one

    Bulk Send: Download all completed documents without going to each folder.

    15 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Admin →
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  20. Card details field for QuickBooks

    15 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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