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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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763 results found

  1. Expiration settings on the sent document

    Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →

  2. Ability to name Image Block

    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 →

  3. template gallery in german

    template gallery in german

    3 votes

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    0 comments  ·  Localization  ·  Admin →

  4. Being able to have a template in landscape mode instead of Portrait

    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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    1 comment  ·  Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    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

    pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →

  6. Staggered Payment

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  7. Pull user email address from Contact object in MS Dynamics

    Pull user email address from Contact object in MS Dynamics

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  8. Excel as an attachment

    Ability to upload excel file to a document

    3 votes

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    Released  ·  1 comment  ·  Admin →

  9. auto-populate images depending on who is sending the document

    auto-populate images depending on who is sending the document

    3 votes

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    1 comment  ·  Other  ·  Admin →

  10. Sections in Ev2 pricing table via API

    Multiple sections in pricing tables Ev2 (API).

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  11. HubSpot: Token Information to Populate in Fields and Editable by Signers

    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 →

  12. The ability to attach the completed document created in PandaDoc to Hubspot object

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  13. Edit contact in the document

    ability to change the contact's name in the document

    3 votes

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    1 comment  ·  Other  ·  Admin →

  14. The ability to upload in the mobile app

    3 votes

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    Released  ·  1 comment  ·  Mobile  ·  Admin →

  15. Duplicate Fields with Assigned Role

    When duplicating a field have the role assigned copy over when multiple roles are in a template/document.

    3 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  16. Retrigger webhook

    The option to re-trigger webhooks.

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  17. Ability to change tokens format in Microsoft Dynamics

    For example, the date

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  18. Ability to link a Completed document to a Salesforce Opportunity in Editor 2.0

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  19. ev2 pricing tables- open entry text field for signers in pricing tables.

    ev2 pricing tables- open entry text field for signers in pricing tables.

    "I'd love to be able to add a field in Pricing Tables where signers can sort of "fill in the blank""

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  20. assign fields automatically to role/recipient that is selected

    3 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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