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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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    0 comments  ·  Other  ·  Admin →
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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 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!

  2. Export data on incomplete/viewed documents to a csv or excell file for reference

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.

    1 vote

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  4. 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


  5. 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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  6. 1 vote

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  7. 1 vote

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  8. 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.

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

    1 vote

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  10. The ability to remove the option. "sign in your chosen font".

    I need people to actually sign or upload a signature. A pretty font is not legal for our business.

    1 vote

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  11. We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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  12. filter documents by status, so that you could see only the chosen status

    1 vote

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  13. ability to add and use variables in hyperlinks

    1 vote

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  14. Hi there, PandaDoc Team!

    Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.

    Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.

    It looks like this used to be possible:

    https://c2-digital.gyazo.com/7cb1989eaa4dea9364d54a7db6347b43

    But now, once you select a source, Template is required:

    https://c2-digital.gyazo.com/a8d1b79a5a05ce058fc8c136c9e6ed19

    Thanks, and…

    1 vote

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    Released  ·  0 comments  ·  Workflow  ·  Admin →
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  15. 1 vote

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  16. Edit document value without pricing table

    1 vote

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  17. Hi,

    Please change the date format as Indian format

    1 vote

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  18. make some fields mandatory on the template without assigning it as a signature field for the document creator. Otherwise the document creator will need to review the document after sending it even though he is the document editor

    1 vote

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


    There is a way to make a field "Required" without assigning it to a role or recipient. Please see the file attached for more information.


    Have a great day! 

  19. 1 vote

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  20. get the Document ​completion date via Public API

    1 vote

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