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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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773 results found

  1. Smart Content based on Quote Builder

    11 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/16844263-using-smart-content-rules-with-quote-builder

  2. 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 →

  3. [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 →

  4. 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 →
    Released  ·  Valeryia Baranava 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!

    Create user via API

  5. resend sent documents via API

    resend sent documents via API / For example, let's say the document is sent for signature and one of the signers deletes the email, how can I have that email sent again?

    11 votes

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    2 comments  ·  API  ·  Admin →

  6. 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 →

  7. 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 →

  8. 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 →

  9. 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 →

  10. 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 →

  11. 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.

    10 votes

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    0 comments  ·  API  ·  Admin →

  12. Exclusive Folder Sharing Capability for Specific Users

    Customer would like to have an option to share folder containing document to a specific user only

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  13. Ability to duplicate multiple fields at once

    Ability to duplicate multiple fields at once

    10 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  14. Ability to bundle products with one-time payments and recurring payments into one batch

    10 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →

  15. Use decimal comma in product catalog instead of a dot

    Use decimal comma in product catalog

    10 votes

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    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    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!

  16. Set recipient view language in API call

    10 votes

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    0 comments  ·  API  ·  Admin →

  17. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  18. Additional filtering options for List Documents API call

    Add possibility to filter by Date Completed and by token value.

    10 votes

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    3 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminYurii Losinets (Admin, PandaDoc) responded
    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

  19. Add Clickable Table of Contents to Sidebar

    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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    3 comments  ·  Admin →

  20. Monday.com integration

    10 votes

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    0 comments  ·  Integrations  ·  Admin →
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