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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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521 results found

  1. Password protection via API

    The customer would like to use password protection when creating the document via API

    3 votes

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    0 comments  ·  API  ·  Admin →

  2. Automatically pull images into PandaDoc

    Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. Ability to name Image Block

    I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.

    3 votes

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    1 comment  ·  Admin →

  4. Being able to have a template in landscape mode instead of Portrait

    I would like to be able to see the proposal details (table) and some picture on the right side of the document.

    3 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

    We’re glad to let you know that the feature allowing to set the Landscape layout for all pages in your document in bulk is available within the system. Please see the link for more info: https://share.getcloudapp.com/Z4u72EYO

  5. pass variables/a variable to the document name through zapier

    pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →

  6. Excel as an attachment

    Ability to upload excel file to a document

    3 votes

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    Released  ·  1 comment  ·  Admin →

  7. Sections in Ev2 pricing table via API

    Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  8. HubSpot: Token Information to Populate in Fields and Editable by Signers

    Would like for there to be a way for their signers to edit their information that populates through HubSpot Tokens. The client explained that the information is not always accurate and up to date, so this would allow signers to make quick changes to reflect validity on their signed Documents.

    3 votes

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    1 comment  ·  Integrations  ·  Admin →

  9. The ability to attach the completed document created in PandaDoc to Hubspot object

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  10. The ability to upload in the mobile app

    3 votes

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    Released  ·  1 comment  ·  Mobile  ·  Admin →

  11. 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 →

  12. Retrigger webhook

    The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  13. Ability to change tokens format in Microsoft Dynamics

    For example, the date

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

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

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

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

    3 votes

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

  16. 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 →

  17. Pass currency formats from Zoho

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  18. Reoccurring charge in Hubspot

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  19. 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

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

    We 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.

  20. [Doc2doc] Transfer pricing table

    Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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