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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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773 results found

  1. auto reminder on sent documents

    Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders, adjust reminders even after the document is sent, as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  2. Option to hide the volume-based pricing message

    option to hide the volume-based pricing message

    for example: BUY 2 FOR $50.00 EACH

    7 votes

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    1 comment  ·  Admin →

  3. List / sort folders in alphabetical order

    List folders in alphabetical order

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  4. Installments: Choose a Date instead of an Interval for Payment Due

    Set due dates for payments

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
    Released  ·  Valeryia Baranava 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 links below!

    Installments 

  5. text next to radio buttons

    Ability to have a text field attached next to radio buttons.

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Copying a document from the document page

    Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →

  7. Ability to embed editor to web application

    7 votes

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    0 comments  ·  Integrations  ·  Admin →

  8. Smart content: rule 'contains' or 'does not contain'

    Add a rule which say 'contains' or 'does not contain'

    7 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →

  9. ability to pull negative numbers from salesforce

    7 votes

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    0 comments  ·  Integrations  ·  Admin →

  10. Highlight/ point out unassigned fields in the template/document

    should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. Create signing link via API

    Seemingly it is not possible to generate signing links via the API. This should be a feature

    7 votes

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    1 comment  ·  Integrations  ·  Admin →

  12. 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 →

  13. Microsoft 365

    Microsoft 365 integration

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Alessio Ragni 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

  14. Download attachments via API

    7 votes

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

  15. 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. 

  16. Prevent backdating for date fields

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  17. See upcoming subscription renewals

    Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    7 votes

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    0 comments  ·  Other  ·  Admin →

  18. 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

  19. 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!

  20. 2-Way Sync for Opportunity products in Salesforce Ev2

    7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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