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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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521 results found

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

    3 votes

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  3. 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. 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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    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

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →
  6. Ability to upload excel file to a document

    3 votes

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    Released  ·  1 comment  ·  Admin →
  7. Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  8. 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. 3 votes

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  10. 3 votes

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    Released  ·  1 comment  ·  Mobile  ·  Admin →
  11. When duplicating a field have the role assigned copy over when multiple roles are in a template/document.

    3 votes

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  12. The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  13. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  14. 3 votes

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  15. 3 votes

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

    3 votes

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  17. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  18. 3 votes

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  19. 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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    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. Doc 2 Doc Enhancements
    - transfer pricing tables

    3 votes

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