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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. Search by document title only

    Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  2. Once a document is signed, the completed copy is uploaded to pre-defined Google Drive folder

    4 votes

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    2 comments  ·  Integrations  ·  Admin →

  3. Ability to create and schedule a PandaDoc Notary Session via the API.

    4 votes

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    0 comments  ·  Esign & Notary  ·  Admin →

  4. The ability to enable document forwarding after the document has been sent.

    4 votes

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    2 comments  ·  Recipient Experience  ·  Admin →

  5. sign in just with Google only

    sign in just with Google only

    4 votes

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    0 comments  ·  Integrations  ·  Admin →

  6. Advanced Search for document titles

    Be able to have advanced word search to have a nexact match of existing document titles when naming documents

    4 votes

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

  7. Add ANG or NAfl (Netherlands Antillean Guilder) for currency

    4 votes

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    2 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  8. Add "To Sign" to Dashboard

    Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  9. Include recipients roles in webhooks

    PandaDoc has recently switched to a new webhook service which doesn't include the information about the roles of the document recipients (this is available only on old webhook service and for the document created exactly via Classic Editor exactly via API.

    Not sure if it is possible, but I would suggest this date is availalbe for EV2 docs

    4 votes

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    1 comment  ·  Integrations  ·  Admin →

  10. Images via API

    Merge images into a document via API

    4 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  11. Full-Text Search For Document Numbering

    To have the feature to use the search bar for document-numbered files.

    4 votes

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

  12. Display tax percentage in pricing table for 2.0 (like it worked for 1.0)

    Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  13. Search in Documents for "sent by" user

    Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  14. API rate limits

    increasing the current API rate limits for pdf upload and template creation

    4 votes

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    1 comment  ·  Integrations  ·  Admin →

  15. SugarCRM version 10.3

    SugarCRM updated to version 10.3 and no longer integrates with PandaDoc

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    The PandaDoc extension supports SugarCRM version 12.0, and will continue to work with older versions from 8.*.*. onwards.

    Please see more here: Sugar CRM.

  16. Replying notification email

    I would like the recipient reply more than one emails when replying notification email.

    4 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  17. Webhook for New Template Created or Template changed

    When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.

    4 votes

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    0 comments  ·  Integrations  ·  Admin →

  18. The ability to adjust the font size for the entire pricing table.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  19. API - Create Document form Docx

    Ability to create a document via the API with a docx file type instead of a PDF file type.

    4 votes

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    2 comments  ·  Integrations  ·  Admin →

  20. Public API for Editor 2.0 to support sandbox key, share document link, embed document

    4 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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