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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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364 results found

  1. Send a document with $0 value

    Should be possible to send a doc and take a ZERO payment

    14 votes

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    Released  ·  5 comments  ·  Admin →
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  2. Set up different colors and design for pricing table section headers

    At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.

    14 votes

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    Released  ·  1 comment  ·  Admin →
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  3. [Dashboard] display workspace name on the Dashboard

    14 votes

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    5 comments  ·  Documents & Data Management  ·  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 glad to let you know that the feature allowing to view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  4. Portuguese Localization

    Portuguese for Ev2.

    14 votes

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    0 comments  ·  Localization  ·  Admin →
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  5. Pull values from Google sheet rows to PandaDoc: possibility to create documents using info from Google sheets [Workaround in comments]

    14 votes

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    3 comments  ·  Integrations  ·  Admin →
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    Released  ·  Veronika Gurianova responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Link

  6. When transferring document ownership, it should stay in the folder it was originally in, instead of another folder being created.

    Currently, transferring ownership of documents held within folders produces a new folder.

    If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".

    13 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
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    Released  ·  AdminMaria Fomenko (Admin, PandaDoc) responded

    I'm happy to announce that we've fixed the issue with files transfer ownership. 

    From now on, all files transferred to the new owner will stay in the same folder as  were originally. 

    You're welcome to share your feedback 

  7. CC recipients for forms

    Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)

    13 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. Ability to Set variable/token type to currency

    When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    13 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Disable link sharing in documents

    13 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
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  10. Partial signing order: select a signing order and have non-signing order recipients, who can sign without holding up the order list.

    Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.

    12 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. signing order in API call

    Set signing order in API call (for documents created from PDFs).

    12 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
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  12. Integration with Microsoft Teams

    12 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Template to doc folder

    Documents created from a template automatically move to a specific folder once created/sent

    12 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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  14. Ability to add a border for the textblocks in EV2

    Ability to add a border for the textblocks in EV2

    12 votes

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    4 comments  ·  Admin →
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  15. Adjust signing order for sent documents

    Adjust signing order for sent documents without having to edit and resend the document

    11 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hello there! 👋

    I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.

    Your feedback would be greatly appreciated.

    Best,

    Igor from the Product Team at PandaDoc

  16. Show line item's discount sum

    Be able to make the discount in the footer show the sum of line item discounts (at the moment (12 October 2020) it's possible only to set up either the fixed discount for the whole sum or the line item discount)

    11 votes

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    0 comments  ·  Admin →
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  17. 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…

    11 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Change formatting for usual tables and/or pricing tables separately (EV2)

    Introduce individual tables/pricing tables design options.

    11 votes

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    Released  ·  4 comments  ·  Admin →
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  19. Use decimal comma in product catalog instead of a dot

    Use decimal comma in product catalog

    10 votes

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    0 comments  ·  Admin →
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    Released  ·  AdminLena Zaparozhats (Associate Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as dilimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  20. Additional filtering options for List Documents API call

    Add possibility to filter by Date Completed and by token value.

    10 votes

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    3 comments  ·  Integrations  ·  Admin →
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    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded
    Please be informed that we've delivered new filtering options for List Documents. More details please find via links: https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents https://developers.pandadoc.com/changelog/additional-filtering-options-in-list-documents-1
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