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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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521 results found

  1. 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 →
  2. The ability to add fields on footer such as text field or signature fields.

    5 votes

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  3. 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 →
  4. Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.

    5 votes

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  5. We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.

    We are using the Zapier plugin of PandaDoc to generate documents with data etc.

    But we are not able to use this security function on those documents.

    I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.

    I like PandaDoc and i would…

    5 votes

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    0 comments  ·  API  ·  Admin →
  6. to be able to use dropdowns as tokens in hubspot integration

    5 votes

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  7. 5 votes

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    0 comments  ·  API  ·  Admin →
  8. When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.

    By making this the default or giving users the option to set it as default, this would increase efficiency for all.

    5 votes

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    Released  ·  Lindsey Schocke responded

    You can set the default to attach a PDF to a completed document notification in Settings > Settings > Email attachment. 


    Check the box that says: 

    Attach a PDF of the completed document to email. 


    When a document is completed, recipients will receive an automated email with a PDF copy of the document attached. 


    You can learn more here: 

    https://support.pandadoc.com/hc/en-us/articles/360026361793#:~:text=Enable%20for%20all%20new%20templates%20and%20documents 

  9. When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    5 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →
  10. When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.

    5 votes

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  11. password protect document option for business plan

    5 votes

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    0 comments  ·  Other  ·  Admin →
  12. Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.

    5 votes

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  13. Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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  14. change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  15. 5 votes

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  16. Have ability to upload images using Editor 2.0 API

    5 votes

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  17. 5 votes

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  18. Ability to create / combine multiple documents or content items into a single larger document.

    5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  19. duplicate pricing table sections

    5 votes

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  20. wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    5 votes

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