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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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19 results found

  1. 302 votes

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  2. 266 votes

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    Hi,
    Thank you for taking the time to leave your request. We have great news - mass actions with fields is now available!
    You can now select multiple fields by pressing Command (on Mac) or Shift (on Windows) on your keyboard while selecting several fields. Selected fields will become framed in blue and can be moved, assigned or deleted all at once.
    Learn more about this functionality here.
    Mass actions are available to everybody for Fillable Fields, and a similar functionality is being rolled out for Content Blocks. Mass actions for Content Blocks should be available to all within the next few weeks. Stay tuned!

  3. Option to edit uploaded PDF, convert to editable document/template

    220 votes

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  4. The ability to place a page break block inside of a pricing table. This way, long pricing tables can be split up on multiple pages without needing to create separate tables.

    123 votes

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    Hi everyone,

    We appreciate your feedback regarding the Page breaks topic. After a product and technical investigation, we released a few improvements.


    We have implemented a new pricing table header setting that allows you to repeat the header on every page and improves the PDF rendering experience for multi-page pricing tables within PandaDoc. More information is available here.


    Additionally, we released a beta version of a few more features based on user requests regarding page breaks. We’ve added upvoters (organizations) of this feature to the beta tester group.

    What’s inside these beta version improvements?

    • Grand total cannot be alone on the next page if pricing rows are huge. Instead, it will move to the next page with 1 or 2 lines
    • If a section header is the last line in the pricing table on a page, it will move to the next page
    • Finally, we have added a feature that…
  5. API support for document bundles

    42 votes

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  6. 38 votes

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  7. Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    23 votes

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  8. 16 votes

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    Hello everyone


    Please be informed that the formating of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.


    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.


    Thanks!

  9. To have the ability to save documents in google drive from PandaDoc

    15 votes

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  10. 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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    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

  11. After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    11 votes

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  12. 9 votes

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    Hi 👋

    Exciting news! We’re providing early access to our new feature: automatic filling of date fields with the ability to offset by X days after the signing date. This feature is perfect for setting deadlines, payment terms, notice periods, and more in contracts and agreements. If you’d like to try it out, just reply to this message.

    Thanks,
    Igor | PandaDoc Product Team

  13. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    5 votes

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    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

  14. Update salesforce opp once the document is completed without Zapier.

    5 votes

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  15. 3 votes

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    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

  16. 3 votes

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    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

  17. 3 votes

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    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

  18. 2 votes

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    Hello everyone!

    Please be informed that the formatting of date and money fields from CRM is in closed beta. You can reply to this email and we will enable it for you right away.

    Money format we define based on the recipient language of the document & currency from the CRM.

    Date format we define based on the recipient language of the document & date workspace settings.

    Thanks!

  19. 1 vote

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    Early access  ·  0 comments  ·  Automations  ·  Admin →
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