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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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554 results found

  1. 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 →

  2. 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 →

  3. Disable link sharing in documents

    13 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →

  4. 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 →

  5. Calculate product price automatically based on the product bundle

    I would like to have an automatic calculation of the product price based on the product bundle price

    12 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) 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!

    https://support.pandadoc.com/en/articles/9714716-quote-builder-block-working-with-product-bundles

  6. 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 →

  7. Adjust signing order for sent documents

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

    12 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
    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

  8. 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 →

  9. Integration with Microsoft Teams

    12 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  10. Template to doc folder

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

    12 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →

  11. 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 →

  12. Custom Electronic Disclosure Message

    Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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    Released  ·  2 comments  ·  Other  ·  Admin →

  13. [Quote Builder]: Change default fonts

    Ability to change default fonts on the Quote Builder

    11 votes

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    4 comments  ·  Quote Builder & Pricing table  ·  Admin →

  14. Invite or create users via API

    Option to create a new user or invite a new user via API.

    11 votes

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    0 comments  ·  API  ·  Admin →

  15. Pull Salesforce line items in the same order they are in SF

    pull the Salesforce lie items in the same order they are in SF

    11 votes

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    0 comments  ·  Integrations  ·  Admin →

  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 →

  17. The option to pull the info to a regular table (not pricing) via API.

    The option to pull the info to a regular table (not pricing) via API.

    11 votes

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    0 comments  ·  API  ·  Admin →

  18. 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 →

  19. 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 →

  20. Recipient Groups for API

    The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
    Customer requesting: mpetit@homebound.com

    10 votes

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    0 comments  ·  API  ·  Admin →
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