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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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391 results found

  1. Cost and margin EV2 (Profit and margin calculation)

    83 votes

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    9 comments  ·  Admin →
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  2. Pull updated pricing table details from Salesforce to PandaDoc

    Pull updated pricing table details from Salesforce to PandaDoc.

    81 votes

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    10 comments  ·  Integrations  ·  Admin →
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  3. Page numbers in table of contents

    75 votes

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    Released  ·  3 comments  ·  Content Editing & Design  ·  Admin →
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  4. Split or staggered payment collection

    (between two payment systems as well)

    70 votes

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    8 comments  ·  Integrations  ·  Admin →
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  5. Source PDF replacement

    The option that will allow a user to replace the uploaded PDF with another PDF but leave all the text blocks and fields on the places where they are now.

    67 votes

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    Released  ·  3 comments  ·  Admin →
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  6. Customisation on Table of Contents

    There should be an option to add a customisation to the Table of Contents on EV2.

    67 votes

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    Released  ·  5 comments  ·  Admin →
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  7. Mobile app create and send docs EV2

    66 votes

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    Released  ·  4 comments  ·  Mobile  ·  Admin →
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  8. 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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  9. Fields sync back to Salesforce

    The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    62 votes

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    6 comments  ·  Integrations  ·  Admin →
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  10. Recurring monthly payments in Pricing table: set recurring payments in payment gateways

    Implement recurring type of payments in a pricing table

    59 votes

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    Released  ·  12 comments  ·  Admin →
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  11. 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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  12. Link2CRM for non-draft status documents

    Ability to link non-draft documents to CRM records.

    56 votes

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    12 comments  ·  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


  13. 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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  14. 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  ·  Admin →
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  15. Template Embedding EV2 (Forms)

    53 votes

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    Released  ·  3 comments  ·  Admin →
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  16. 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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  17. Datacenter / storage in EU

    EU datacenter.

    52 votes

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    4 comments  ·  Security & Compliance  ·  Admin →
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  18. 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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  19. Salesforce CPQ

    Integration similar to Salesforce but for Salesforce CPQ

    50 votes

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    0 comments  ·  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.

  20. 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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