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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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542 results found

  1. Option to use upload fields in Forms

    Allow recipients to upload files when filling out a Form

    2 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →

  2. Adding the content library feature EV2 to the right menu

    Adding the content library feature EV2 to the right menu

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  3. The ability to map product fields inside of Hubspot and transfer them to the pricing table in PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  4. Ability to link documents created via Zapier to a folder automatically

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  5. Edit document Confirmation Pop Up

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  6. Copy tables from external sources

    2 votes

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    0 comments  ·  Admin →

  7. [Zoho] Token Formating

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  8. Webhooks for EV2 Workspace

    Webhooks for EV2 Workspace

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  9. Grand Total Token for Editor 2.0

    Would like grand total token to be at full feature parity from Editor 1 to Editor 2.

    2 votes

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    Released  ·  0 comments  ·  Admin →

  10. Enable deal rooms

    Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We're excited to announce the release of our new feature, Rooms! Rooms provides a secure collaboration space where you can organize resources, share documents, and collaborate and negotiate with buyers and/or internal team members all in one place. For more information, please click the link below!

    Rooms

  11. Automatically add document value like how the grandtotal works in EV1

    2 votes

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    Released  ·  0 comments  ·  Admin →

  12. Quote builder: ability to wrap product description

    I’m looking for a way to wrap product descriptions underneath the product name in Quote Builder, similar to how it works in our pricing tables. Currently, the options are limited to hiding/unhiding or collapsing the descriptions. Thanks!

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.


    To wrap a description under a product name, open Quote Builder → Design tab → open Description settings and turn on "Wrap in table view".

  13. Salesforce: Upgrade API version for APEX Classes

    We are preparing for Salesforce’s upcoming implementation of a new locale format across our organization. During our review, we identified that some APEX classes in the PandaDocs package are using API versions 45 or earlier. As this update may affect locale-sensitive operations (such as date, time, number, and currency formatting), we are concerned that the older APEX class versions might introduce compatibility issues.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →

  14. attachments

    When I include a field for attachment submittal, when the document is completed and the file is uploaded by the recipient it is also automatically saved as it own file and saved in google drive or any other folder as its own document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  15. Automate HubSpot Specific Property Updates Based on Pandadoc Template Status

    Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

    Detailed Description:

    Trigger Event:

    When a PandaDoc document, created using a designated template, reaches a "completed" status.
    Action in HubSpot:

    Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
    Workflow Activation:

    The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending…

    1 vote

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    1 comment  ·  Integrations - HubSpot  ·  Admin →

  16. Change Opportunity status in MS Dynamics

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  17. Ability to pass billing frequency fields into the pricing table from Pipedrive line items.

    Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  18. Update a field (checkbox) on the related opportunity on Salesforce when a document status changes to "Completed"

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  19. Send Slack notifications to CC'd recipients when a document is sent.

    Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  20. Folder Transfer

    If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
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