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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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364 results found

  1. Create and edit via API

    Create and edit via API

    22 votes

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    2 comments  ·  Integrations  ·  Admin →
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  2. HubSpot refresh pricing table

    Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    21 votes

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    1 comment  ·  Integrations  ·  Admin →
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  3. EV2: Add Images to Catalog Items for Pricing Table

    Make a way to display images attached to catalog item inside a pricing table

    21 votes

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    1 comment  ·  Admin →
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  4. Quote Builder has the same layout as the pricing table

    Qoute Builder has the same features like the pricing table

    • Mutiple choice
    • Optional editing [items/quantity]
    • Will hide the non selected items
    20 votes

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    4 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  5. Filter the PandaDoc Inbox by "To sign" or "Signed"

    Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    20 votes

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    4 comments  ·  Sharing & Collaboration  ·  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 use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  6. Upload fields are supported in embedded templates: Collect Files field in Forms

    20 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  7. content library preview feature for ev2

    content library preview feature for ev2

    19 votes

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    Released  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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  8. API: Create Document Link for Editor 2.0 documents

    Create Document Link for Editor 2.0 documents in API
    https://developers.pandadoc.com/reference#link-to-a-document

    18 votes

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    Released  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  9. Document Expiration Date token

    A predefined token for "Document Expiration Date

    18 votes

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    Released  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Two way sync with HubSpot

    Option for 2 way sync with HubSpot

    17 votes

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    2 comments  ·  Integrations  ·  Admin →
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  11. Phone number verification

    A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    17 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  12. Forms Compatibility with Zapier

    Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →
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  13. Ability to Search HubSpot deals to link to

    Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    16 votes

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    2 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 search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  14. [Lister] Search documents by text

    The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF

    16 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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  15. [Salesforce] Pull data in different formats

    16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →
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  16. Increase Upload Size limit

    Increase file upload size limit

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Great news! We’ve enhanced our system for seamless handling of large documents, enabling you to effortlessly upload and process files up to 2000 pages. Our revamped PDF processing now ensures documents of 300-400 pages are processed twice as fast. Thanks for your feedback – we’re dedicated to making your experience top-notch!

  17. View Cost of products in Pricing table on the recipients end

    Allow users to add the Cost of Goods as a column in a pricing table.

    15 votes

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    2 comments  ·  Admin →
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  18. [Comments] Ability to delete comments

    Editor 2.0

    Ability to delete comments

    15 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Remote Online Notary feature

    Several states, mine included, offer the option to remotely notarize documents using a webcam. However, remote notaries must us a third party vendor system to accomplish this.

    15 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Mapping of product from Salesforce into different pricing tables

    Salesforce mapping of products into different pricing tables

    15 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
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