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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Ability to send multiple documents in one go directly from the contact added in the application

    3 votes

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    0 comments  ·  Automations  ·  Admin →
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  3. The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.

    3 votes

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  4. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  5. 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


  6. 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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  7. Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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  8. I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.

    3 votes

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    1 comment  ·  Admin →
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  9. I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    3 votes

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    Hello 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 set the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO


    We are grateful for your time! Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  10. pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →
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  11. Ability to upload excel file to a document

    3 votes

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    Released  ·  1 comment  ·  Admin →
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  12. Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  13. 3 votes

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    Released  ·  1 comment  ·  Mobile  ·  Admin →
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  14. When duplicating a field have the role assigned copy over when multiple roles are in a template/document.

    3 votes

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  15. The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  16. 3 votes

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  17. 3 votes

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  18. 3 votes

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  19. Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?

    When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?

    3 votes

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    Hello there,


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


    I'm glad to inform you that our dev and product teams released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status


    We are grateful for your time! Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  20. Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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