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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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402 results found

  1. Contract negotiations (native redlining) in draft mode for internal use case.

    6 votes

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    1 comment  ·  Admin →
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  2. Slack notifications for document signers (internal to workspace)

    1 vote

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature allowing to receive updates on your document status via Slack is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/4409517867159--Editor-2-0-Slack


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  3. Ability for other roles to accept the redlining suggestions

    2 votes

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  4. Give the ability to unmark a revision as being final. On occasion things can change after a revision has been marked as final but there's currently no way of editing the document after this.

    1 vote

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    Released  ·  0 comments  ·  Admin →
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  5. Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's…

    2 votes

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    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 disable the promotional notification on the recipient's end is already available within the system. You can refer to Settings > Workspace Settings > Scroll down to Other Settings > Uncheck "Show promotional window upon document completion" > Save: https://share.getcloudapp.com/eDulGvdv

    Many thanks for your time! Have a wonderful day!

  6. Seemingly it is not possible to generate signing links via the API. This should be a feature

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
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  7. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    5 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →
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  8. 1 vote

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  9. variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    8 votes

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    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 order variables in your document according to how they presented in a document has been released. Please see the file attached for more info.

    Have a wonderful day!

  10. PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.

    Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. 1 vote

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  12. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Have checkbox option when selecting catalog items so that you can add more than one item at one time.

    1 vote

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    Released  ·  Valeria Pochapskaya responded

    It is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.

  14. option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/1500010809981--Editor-2-0-Presentation-mode


    Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  15. Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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  16. Merge images into a document via API

    4 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  17. API support for document bundles

    42 votes

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  18. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    3 votes

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  20. the UF currency must have two decimal places. Please correct as soon as possible

    2 votes

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