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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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521 results found

  1. Link to CRM Pipedrive ev2

    5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  2. German localization

    5 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

  3. Audit log for accounts showing user activity in the workspace

    Admin access to audit logs for accounts showing user activity in the workspace

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  4. 'Rename workspace' option for all plans

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  5. Choose one ONE required item from all the optional items

    We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  6. option to add multiple recipients for a fillable field

    option to add multiple recipients for a fillable field

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  7. [Automations] Create line item in Hubspot once the document status changes

    For now, we support only updating the existing line items (that are being passed from Hubspot). It would be great to to support creating line items (create a doc with no products at all > add products in PD > send/complete the doc > make products appear under Hubspot line items).

    4 votes

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    1 comment  ·  Automations  ·  Admin →

  8. Show the description when adding a catalogue item to the pricing table.

    Show the description when adding a catalogue item to the pricing table.

    As per the customer's experience :"I make product catalogue description a permanent fixed visible field. When I am viewing it in the catalogue or when I am trying to add a product to the pricing table. i can't see it unless i click on the product in the catalogue itself"

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  9. Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  10. Option for Radio buttons on API [field tags]

    Option for Radio buttons on API [field tags]

    • will allow the user to use Radio buttns on API
    4 votes

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    2 comments  ·  Integrations  ·  Admin →

  11. Download a csv of all Form responses at once

    Download a csv of all Form responses at once

    4 votes

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    0 comments  ·  Forms  ·  Admin →

  12. Search by document title only

    Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  13. Ability to create and schedule a PandaDoc Notary Session via the API.

    4 votes

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    0 comments  ·  Esign & Notary  ·  Admin →

  14. Advanced Search for document titles

    Be able to have advanced word search to have a nexact match of existing document titles when naming documents

    4 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  15. Add ANG or NAfl (Netherlands Antillean Guilder) for currency

    4 votes

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    2 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. For more information, please click the link below. Have a marvelous day!

  16. Include recipients roles in webhooks

    PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.

    Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs

    4 votes

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    1 comment  ·  Integrations  ·  Admin →

  17. Images via API

    Merge images into a document via API

    4 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  18. Full-Text Search For Document Numbering

    To have the feature to use the search bar for document-numbered files.

    4 votes

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    Released  ·  0 comments  ·  Documents & Data Management  ·  Admin →

  19. API rate limits

    increasing the current API rate limits for pdf upload and template creation

    4 votes

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    1 comment  ·  Integrations  ·  Admin →

  20. SugarCRM version 10.3

    SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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