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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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510 results found

  1. export list of incomplete and viewed documents

    Export data on incomplete/viewed documents to a csv or excell file for reference

    1 vote

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    0 comments  ·  Other  ·  Admin →

  2. Link more than one document to opportunity while syncing product updates (2-way) from PD to Salesforce

    Client would like to have multiple quotes tie to Salesforce and if there are updates on products, for them to sync (2-way) from PD to SF and back to PD.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  3. POST Document status via Pandadoc API

    Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  4. Slack notifications for document signers (internal to workspace)

    Slack notifications for document signers (internal to workspace)

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


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


    Please kindly be advised that the feature allowing to receive updates on your document status via Slack is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/4409517867159--Editor-2-0-Slack


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  5. Redlining - allow undo of setting revision as final

    Give the ability to unmark a revision as being final. On occasion things can change after a revision has been marked as final but there's currently no way of editing the document after this.

    1 vote

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    Released  ·  0 comments  ·  Admin →

  6. Manage/add contacts via public API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  7. Ability to Add Custom Mapping Via API in EV2

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  8. Recording External Payments

    We get payments from our customers, that we can't record in PandaDoc, for example, email transfers and credit cards, we process manually.

    Please allow this option, as email transfers don't involve processing fees. Plus our Chase Paymentech fees are significantly lower than Stripe.

    1 vote

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    0 comments  ·  Payments  ·  Admin →

  9. Ability to select multiple items from catalog

    Have checkbox option when selecting catalog items so that you can add more than one item at one time.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    It is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.

  10. API fee columns

    Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  11. [Bulk Action] Delete in inbox

    1 vote

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    0 comments  ·  Other  ·  Admin →

  12. The ability to remove the option. "sign in your chosen font". I need people to actually sign or upload a signature. pretty font is not lega

    The ability to remove the option. "sign in your chosen font".

    I need people to actually sign or upload a signature. A pretty font is not legal for our business.

    1 vote

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    0 comments  ·  Admin →

  13. receive contact ID via API

    We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  14. filter documents by status

    filter documents by status, so that you could see only the chosen status

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  15. Ability to add a variable in a hyperlink

    Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.

    1 vote

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

  16. Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ

    Hi there, PandaDoc Team!

    Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.

    Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.

    It looks like this used to be possible:

    https://c2-digital.gyazo.com/7cb1989eaa4dea9364d54a7db6347b43

    But now, once you select a source, Template is required:

    https://c2-digital.gyazo.com/a8d1b79a5a05ce058fc8c136c9e6ed19

    Thanks, and…

    1 vote

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    Released  ·  0 comments  ·  Admin →

  17. PD and SF sync

    sync the opportunity currency from SF and change the proposal currency in pandadoc and sync a custom field for the cost element from SF to PD.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  18. Remove the "Draft" status from templates

    1 vote

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    Released  ·  0 comments  ·  Templates & Libraries  ·  Admin →

  19. Edit document value without pricing table

    Edit document value without pricing table

    1 vote

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    0 comments  ·  Admin →

  20. Indian date format

    Hi,

    Please change the date format as Indian format

    1 vote

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    0 comments  ·  Localization  ·  Admin →
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