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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. saving documents in google drive from PandaDoc

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

    18 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →

  2. Text formatting for catalog

    At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. 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 →

  4. Recipient: Signature field options

    • Add the ability to set different from black signature color.
    18 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  5. Document Expiration Date token

    A predefined token for "Document Expiration Date

    18 votes

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    Released  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Two way sync with HubSpot

    Option for 2 way sync with HubSpot

    17 votes

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    3 comments  ·  Integrations  ·  Admin →

  7. Option to see the users who deleted a document / template

    A panel where customers can see which documents were deleted, and by whom and when.

    17 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →

  8. Conditional content around pricing table and new pages added

    I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.

    17 votes

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    6 comments  ·  Automations  ·  Admin →

  9. 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 →
    Released  ·  Valeryia Baranava 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 “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.

    Have a wonderful day!

  10. Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy

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

    17 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  11. Volume-Based Pricing in Catalog Upload/Download

    Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

    With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

    16 votes

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    2 comments  ·  Usability Improvements  ·  Admin →

  12. allow to reshuffle docs in bundles

    right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    16 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →

  13. 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 →

  14. Pricing table currency based on Salesforce opportunity

    Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    16 votes

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    5 comments  ·  Integrations  ·  Admin →

  15. 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 →
    Released  ·  Valeryia Baranava 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

  16. [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 →
    Released  ·  Maria Fomenko responded

    we've released ability to search within content of uploaded PDF & Word files 

  17. [Salesforce] Pull data in different formats

    16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →

  18. Add default option for Date > Autofill with Signing Date

    Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →

  19. Export specific data from Reporting, based on filters

    Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    15 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  20. Option to set up recipient authentication via API

    15 votes

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    4 comments  ·  API  ·  Admin →
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