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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. Documents Sorted by "Created by"

    When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  2. Microsoft 365

    Microsoft 365 integration

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior 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://appsource.microsoft.com/en-cy/product/dynamics-365/pandadoc.3d108c35-df01-46d9-9237-8cb09b7a71e5?tab=Overview

    https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide

  3. Download attachments via API

    7 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →

  4. Pass discounts from HubSpot in percentage

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  5. Prevent backdating for date fields

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. redlining summary of changes

    redlining summary of changes

    7 votes

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    0 comments  ·  Admin →
    Released  ·  Valeryia Baranava responded

    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

  7. Ability to change the color of bullet points Editor 2.0.

    7 votes

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    0 comments  ·  Other  ·  Admin →
    Released  ·  Valeryia Baranava 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. Please see the file attached for more information.

    Have a wonderful day!

  8. 2-Way Sync for Opportunity products in Salesforce Ev2

    7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  9. More text font size options (right now, only even numbers allowed)

    Be able to match text font with pricing font. Right now, the pricing table numbers are at 15 font but this is not an option in the toolbar. There are only even numbers and you can't input your own number

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  10. 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 →

  11. 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 →

  12. 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 →

  13. [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 →

  14. Ability to increase the number of decimals within product catalog

    Ability to increase the number of decimals within product catalog

    6 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →

  15. 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 →

  16. Text field validation: view or edit field validation rules

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  17. 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 →

  18. 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 →

  19. Notification Product Catalog Import

    Notification Product Catalog Import

    6 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  20. Validate credit card details

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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