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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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  1. 7 votes

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  2. redlining summary of changes

    7 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    We’re happy to let you know that the feature allowing to track suggestions

    in your PandaDoc documents is already available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation


    We are grateful for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  3. 7 votes

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    0 comments  ·  Other  ·  Admin →

    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 is available within the system. Please see the file attached for more information.

    Have a wonderful day!

  4. 7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  5. Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
    Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.

    6 votes

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  6. option to use recipient information such as first and last name as document title

    6 votes

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  7. Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

    I have a tax field and I want to avoid input errors.

    Ex.:122649975TQ0001

    6 votes

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  8. 2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.

    6 votes

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  9. Option to remove the description from the pricing table

    • Option to remove the description from the Product name column
    6 votes

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  10. Contract negotiations (native redlining) in draft mode for internal use case.

    6 votes

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    1 comment  ·  Admin →
  11. Account has recipients that do not have an email address

    6 votes

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  12. 6 votes

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  13. Automatic update of currency depending on the currency of catalog item.

    6 votes

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

    6 votes

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  15. 6 votes

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    2 comments  ·  Other  ·  Admin →

    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 is available within the system. You can make a subject line (title) for your saved message. Saved messages include email text and a title. The title becomes the subject line of the email. Please see this link for more information:

    https://support.pandadoc.com/hc/en-us/articles/360042973473-Saved-messages

  16. 6 votes

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  17. view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
  18. 6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →
  19. 6 votes

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  20. 6 votes

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