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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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554 results found

  1. Link document from PandaDoc to Salesforce: search opportunity by ID

    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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    0 comments  ·  Integrations  ·  Admin →

  2. Auto-insert recipient information as document title

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

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. Customizable options for field validation

    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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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  4. [Quote Builder]: 2 way sync with Salesforce

    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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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  5. Option to remove the description from the pricing table

    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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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

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

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

    6 votes

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    1 comment  ·  Admin →

  7. send a PandaDoc to a phone number rather than email

    Account has recipients that do not have an email address

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  8. Validate credit card details

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

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

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

    6 votes

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    0 comments  ·  Admin →

  10. Update salesforce opp once the document is completed

    Update salesforce opp once the document is completed without Zapier.

    6 votes

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    3 comments  ·  Integrations  ·  Admin →

  11. Set an email subject in saved messages

    6 votes

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    2 comments  ·  Other  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) 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 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

  12. API- Download as Docx

    API to download pandadoc document in docx format.

    6 votes

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    0 comments  ·  API  ·  Admin →

  13. Recipient Field Navigation by Tabbing

    6 votes

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    Released  ·  1 comment  ·  Usability Improvements  ·  Admin →

  14. View API Logs

    view API logs to see detailed errors and API history

    6 votes

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    1 comment  ·  Integrations  ·  Admin →

  15. [Integration] Google docs / EV2

    6 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →

  16. EV2 Grand total and pricing table variables updating dynamically

    6 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

  17. Automatically save signed docs to cloud storages (Google Drive, Dropbox, etc)

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  18. Document Value on Editor 2.0 (aka Grand Total)

    Set the value of the document to calculate based on the Pricing Tables available in the document or template.

    6 votes

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    Released  ·  1 comment  ·  Admin →

  19. Footer/Header - Ability to add signature fields, text fields.

    The ability to add fields on footer such as text field or signature fields.

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  20. Add Webhooks for Templates

    Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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