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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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773 results found

  1. use dropdowns as tokens (hubspot)

    to be able to use dropdowns as tokens in hubspot integration

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  2. View exact time (timestamps) in audit trail section

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  3. Send documents using a different email via API / Send on behalf via API / Set document sender via API

    5 votes

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    0 comments  ·  API  ·  Admin →

  4. Set "Attach a PDF to email" as default

    When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.

    By making this the default or giving users the option to set it as default, this would increase efficiency for all.

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
    Released  ·  Lindsey Schocke responded

    You can set the default to attach a PDF to a completed document notification in Settings > Settings > Email attachment. 

    Check the box that says: 

    Attach a PDF of the completed document to email. 

    When a document is completed, recipients will receive an automated email with a PDF copy of the document attached. 

    You can learn more here: 

    https://support.pandadoc.com/hc/en-us/articles/360026361793#:~:text=Enable%20for%20all%20new%20templates%20and%20documents 

  5. Payment block for Ev2

    My only suggestion is that we miss the payment block at the end of the document.

    5 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  6. When pulling in numbers via the API widget, formatting such as the comma is pulled in as well. Example: $30,000,000 -- showing as $30000000.

    When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.

    5 votes

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    Released  ·  3 comments  ·  Integrations  ·  Admin →

  7. Updating Salesforce products based off optional items

    When a product is made optional in the pricing table, if a client chooses it, it adds to the opportunity products. If the product is already in SFDC products but is not chosen, it is removed.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  8. Quick view for pending documents needs to sign

    Quick view for pending documents needs to sign

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  9. password protect documents

    password protect document option for business plan

    5 votes

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    0 comments  ·  Other  ·  Admin →

  10. Highlight Text in 2.0

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  11. Localization/Recipient view in Polish

    Change the recipient view language to Polish (as was available in within Classic Editor)

    5 votes

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    0 comments  ·  Localization  ·  Admin →

  12. Convert Google Drive files into editable documents and templates for eSign

    Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.

    5 votes

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

  13. API PDF upload failure webhook event

    Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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    2 comments  ·  Integrations  ·  Admin →

  14. change document owner in API.

    change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

  15. EV2 Ability to access files uploaded in upload field via API

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  16. Upload Images Editor 2.0 API

    Have ability to upload images using Editor 2.0 API

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  17. Subtotal variable

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

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

    We’re excited to let you know that the feature is available. Please see this link for more information.

  18. change recipients

    Ability to edit a recipient after a doc is sent, without having to edit the doc.

    5 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  19. API - Dynamic Documents

    Ability to create / combine multiple documents or content items into a single larger document.

    5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  20. duplicate pricing table sections

    duplicate pricing table sections

    5 votes

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    0 comments  ·  Admin →
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