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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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510 results found

  1. The ability to upload in the mobile app

    3 votes

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    Released  ·  1 comment  ·  Mobile  ·  Admin →

  2. Duplicate Fields with Assigned Role

    When duplicating a field have the role assigned copy over when multiple roles are in a template/document.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. Retrigger webhook

    The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  4. Ability to change tokens format in Microsoft Dynamics

    For example, the date

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  5. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  6. assign fields automatically to role/recipient that is selected

    3 votes

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

  7. Central Point for Users in Organization

    Central place to review all the users and their membership in workspaces.

    3 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  8. Pass currency formats from Zoho

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  9. Reoccurring charge in Hubspot

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  10. Upload a signed PDF instead of the original document at the point the status is changed manually

    Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?

    When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    I'm glad to inform you that our dev and product teams released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status


    We are grateful for your time! Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  11. [Doc2doc] Transfer pricing table

    Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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

  12. Complete Italian localization

    The "Hurray! Document completed" message should be in Italian

    3 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

  13. Zendesk Support for Editor 2.0

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  14. Required fields

    Make all fields required when placing them in a document

    3 votes

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

  15. Uploaded signature for the Editor 2.0

    3 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →

  16. BulkSend in Editor 2.0 Ev2

    BulkSend in Editor 2.0

    3 votes

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    Released  ·  0 comments  ·  Admin →

  17. Bulk Users Invite

    The ability to add multiple users in a Wrokspace of the account. Either new users or users from other workspaces.

    3 votes

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

  18. Make one payment gateway default over another

    Make one payment gateway default over another

    2 votes

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    0 comments  ·  Payments  ·  Admin →

  19. Send an SMS reminder notification

    send an SMS reminder notification

    2 votes

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

  20. Option to add metadata to documents not using API

    Ability to add metadata to documents created from templates using the PandaDoc editor.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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