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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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536 results found

  1. Option to set up recipient authentication via API

    15 votes

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    4 comments  ·  API  ·  Admin →

  2. Auto-update table of content before the document gets sent out

    Auto-update table of content before the document gets sent out

    15 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

    No need to manually refresh Table of Contents blocks - any change to headings or content ordering will be automatically reflected in the Table of Contents.

  3. Increase Upload Size limit

    Increase file upload size limit

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
    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!

  4. 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 →

  5. [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 →

  6. 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 →

  7. 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 →

  8. salesforce document title

    Ability to set the document title of a newly created document from info in Salesforce

    14 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminVictoria Solovey (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

    You can customize the document name with Salesforce data by navigating to PandaDoc Setup > Object customization settings > DOCUMENT NAME. If you prefer the document to inherit the template name, simply leave the 'document name' field blank.

  9. 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 →

  10. 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 →

  11. [Dashboard] display workspace name on the Dashboard

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
    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

  12. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    14 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  13. Portuguese Localization

    Portuguese for Ev2.

    14 votes

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    0 comments  ·  Localization  ·  Admin →

  14. 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 →
    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

  15. Automations: Link document to Pipedrive Deal

    13 votes

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    0 comments  ·  Automations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)


    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

  16. 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 →
    Released  ·  Maria Fomenko 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 

  17. 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 →

  18. 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 →

  19. Disable link sharing in documents

    13 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →

  20. Recipient Groups on the template level

    Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.

    12 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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