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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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554 results found

  1. Use decimal comma in product catalog

    10 votes

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    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!

  2. 10 votes

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    0 comments  ·  API  ·  Admin →
  3. Add possibility to filter by Date Completed and by token value.

    10 votes

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    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
  4. Give us the option to add a dynamic and clickable table of contents to the left sidebar so recipients can expand or collapse it to easily navigate through long documents.

    10 votes

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  5. 10 votes

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  6. The possibility to dynamically populate content based on certain inputs from Salesforce (basically to choose one of several CLIs basing on the information put in Salesforce). For example, I choose Plan A in SF and automatically PandaDoc creates a document using CLI Plan A.

    10 votes

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  7. 10 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
  8. ability to delegate tasks and collab on specific pieces of text or blocks within a document

    10 votes

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    Released  ·  1 comment  ·  Admin →
  9. sent document - change document name without editing it

    9 votes

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  10. Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).

    9 votes

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  11. 9 votes

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  12. Option to change the font size on fields

    it will allow the user to change the size of fonts on the ifields.

    9 votes

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  13. The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.

    9 votes

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  14. Recurring fees pull from Hubspot.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
  15. 9 votes

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    Released  ·  1 comment  ·  Admin →
  16. 8 votes

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  17. A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  18. Option to use API to edit a document

    8 votes

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    0 comments  ·  API  ·  Admin →
  19. Can update some field using api

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
  20. create library items via api

    8 votes

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    0 comments  ·  API  ·  Admin →
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