Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Localization for EV2

    10 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

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  2. Inline Commenting

    ability to delegate tasks and collab on specific pieces of text or blocks within a document

    10 votes

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    Released  ·  1 comment  ·  Workflow  ·  Admin →

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  3. List all the documents, which require only my signature (Precompleted documents)

    It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

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  4. French localization on EV2

    9 votes

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    Released  ·  1 comment  ·  CPQ — Pricing Table & Catalog  ·  Admin →

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  5. Allow specifying document sender email for API

    A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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    Released  ·  0 comments  ·  API & Integrations  ·  Admin →

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  6. variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi 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 order variables in your document according to how they presented in a document has been released. Please see the file attached for more info.

    Have a wonderful day!

  7. Download as Word File

    8 votes

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    Released  ·  0 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →

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  8. Adding multiple Content Library items at once

    Adding multiple Content Library items at once to the document

    8 votes

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    Released  ·  0 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →

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  9. EV2. Export an Excel sheet to a Table block

    8 votes

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    0 comments  ·  CPQ — Pricing Table & Catalog  ·  Admin →

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  10. Ability to manually change document status via API

    8 votes

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    0 comments  ·  API & Integrations  ·  Admin →

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  11. Download attachments via API

    7 votes

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

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  12. redlining summary of changes

    redlining summary of changes

    7 votes

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    0 comments  ·  Workflow  ·  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! 


    We’re happy to let you know that the feature allowing to track suggestions

    in your PandaDoc documents is already available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation


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


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  13. 2-Way Sync for Opportunity products in Salesforce Ev2

    7 votes

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    Released  ·  0 comments  ·  API & Integrations  ·  Admin →

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  14. Create signing link via API

    Seemingly it is not possible to generate signing links via the API. This should be a feature

    6 votes

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    1 comment  ·  API & Integrations  ·  Admin →

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  15. Recipient Field Navigation by Tabbing

    6 votes

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    Released  ·  1 comment  ·  Usability Improvements  ·  Admin →

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  16. View API Logs

    view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  API & Integrations  ·  Admin →

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  17. [Integration] Google docs / EV2

    6 votes

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    Released  ·  1 comment  ·  API & Integrations  ·  Admin →

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  18. EV2 Grand total and pricing table variables updating dynamically

    6 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

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  19. Document Value on Editor 2.0 (aka Grand Total)

    Set the value of the document to calculate based on the Pricing Tables available in the document or template.

    6 votes

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    Released  ·  1 comment  ·  CPQ — Pricing Table & Catalog  ·  Admin →

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  20. password protect documents

    password protect document option for business plan

    5 votes

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    0 comments  ·  Other  ·  Admin →

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