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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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337 results found

  1. Presentation mode

    Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    63 votes

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    Released  ·  7 comments  ·  Recipient Experience  ·  Admin →
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  2. Share templates and Content Library items in Editor 2.0

    Share templates and Content Library items in Editor 2.0 by a user

    58 votes

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    2 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Recurring monthly payments in Pricing table: set recurring payments in payment gateways

    Implement recurring type of payments in a pricing table

    58 votes

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    Released  ·  12 comments  ·  CPQ - Pricing Table  ·  Admin →
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  4. Link2CRM for non-draft status documents

    Ability to link non-draft documents to CRM records.

    56 votes

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    12 comments  ·  API, Payments & Integrations  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


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


    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  5. Expanding text fields: The ability to text fields to get bigger as recipients are typing/not have character limits.

    Auto-shrink text when it will not fit fully in a field. Auto-adjust text field entry.

    54 votes

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    9 comments  ·  Usability Improvements  ·  Admin →
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  6. Password-Protection Editor 2

    I need to be able to password protect documents that get sent to clients and it seems this is not yet available in version 2.0? is it possible to get my trial rolled back to version 1.0 please?

    54 votes

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    1 comment  ·  CPQ - Pricing Table  ·  Admin →
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  7. Template Embedding EV2 (Forms)

    53 votes

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    Released  ·  3 comments  ·  Workflow  ·  Admin →
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  8. Transfer Documents Ownership to Another User

    Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.

    Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.

    53 votes

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    Released  ·  7 comments  ·  Sharing & Collaboration  ·  Admin →
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  9. Use tab to jump to the next field to fill and assign field

    Use tab to jump to the next field to fill and assign field

    50 votes

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    Released  ·  6 comments  ·  Usability Improvements  ·  Admin →
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  10. Salesforce CPQ

    Integration similar to Salesforce but for Salesforce CPQ

    50 votes

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    0 comments  ·  API, Payments & Integrations  ·  Admin →
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    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

    • Create stunning customizable quotes easily
    • Collect legally binding signatures
    • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

    For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

  11. Individual variables for each pricing table total

    system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    48 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  12. [Bulk actions] mass select and move/delete/update all or selected fields

    mass select and move/delete fields ev2

    46 votes

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    7 comments  ·  Fillable Fields & Variables  ·  Admin →
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  13. Thumbnail/Preview for pages

    Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    43 votes

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    4 comments  ·  Usability Improvements  ·  Admin →
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  14. Tiered numbering option for Editor 2.0

    The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    43 votes

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    Released  ·  8 comments  ·  Other  ·  Admin →
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  15. [Fields] change Date Field format

    Change the Date format for all Date fields in one click and save the settings for new docs.

    Examples:
    - yy/mm/dd

    43 votes

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    Released  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →
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  16. add image to table columns

    add image to table columns

    43 votes

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    Released  ·  2 comments  ·  CPQ - Pricing Table  ·  Admin →
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  17. Bundles API

    API support for document bundles

    42 votes

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    7 comments  ·  API, Payments & Integrations  ·  Admin →
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  18. Attach files in Ev2

    https://support.pandadoc.com/hc/en-us/articles/360009533653--Classic-Editor-Attach-files-to-documents

    42 votes

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    Released  ·  1 comment  ·  Other  ·  Admin →
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  19. Conditional Approvals for EV2

    Conditional Approvals feature Parity for EV2

    41 votes

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    2 comments  ·  Workflow  ·  Admin →
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  20. API endpoint link2CRM

    Link a document to an existing CRM record so document is displayed within CRM document list.

    41 votes

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    Released  ·  3 comments  ·  API, Payments & Integrations  ·  Admin →
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