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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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763 results found

  1. 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 →

  2. 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 →

  3. 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 →

  4. password protect documents

    password protect document option for business plan

    5 votes

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    0 comments  ·  Other  ·  Admin →

  5. Highlight Text in 2.0

    5 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  6. 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 →

  7. 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 →

  8. 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 →

  9. change document owner in API.

    change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

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

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  11. 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 →

  12. 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.

  13. 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 →

  14. 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 →

  15. duplicate pricing table sections

    duplicate pricing table sections

    5 votes

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    0 comments  ·  Admin →

  16. Approve document in mobile app

    5 votes

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    1 comment  ·  Approvals  ·  Admin →

  17. Filter Documents by Contact's email

    wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  18. Add value on textfields using CRM variables

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  19. Link to CRM Pipedrive ev2

    5 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  20. German localization

    5 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
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