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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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521 results found

  1. Integrations: Support custom product fields in Pipedrive

    Integrations: Support custom product fields in Pipedrive

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  2. different colors for signer's icons

    different colors for signer's icons

    1 vote

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    Released  ·  0 comments  ·  Admin →

  3. Save PandaDocs as word

    Save PandaDocs as word

    1 vote

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

  4. option to cancel or void viewed doc

    option to cancel or void viewed doc

    1 vote

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

  5. The ability to have the filter option Created by me on the documents tab

    1 vote

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

  6. Place images and text side by side EV2

    The ability to place images and text side by side in EV2 without putting it in a table

    1 vote

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    Released  ·  0 comments  ·  Admin →

  7. Uploaded PDF to retain hyperlinks

    Have links present within the PDF before upload remain within the PandaDoc

    1 vote

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    Released  ·  0 comments  ·  Other  ·  Admin →

  8. Track if docs have been downloaded.

    check mark/color change : if a doc has been downloaded??

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  9. Create placeholder for the checkbox via API for Editor 2.0

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  10. More fields in template embedding to gather information from clients

    More fields in template embedding to gather information from clients

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. Signed(green)/Not Signed(red) orbs

    When you open a document, to have the red color for the orb of the person, who hasn't signed, and the green color for the orb of the person, who has signed so that you don't have to click on each recipient every time

    1 vote

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

  12. Convert EV1 Documents to EV2

    1 vote

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    0 comments  ·  Other  ·  Admin →

  13. Webhook History Enhancements

    "When viewing the webhook history it takes a very long time to view the latest webhooks that were just ran. The webhook history has dates from 2018 to present day. Can a feature be added to the webhook history to view a date range or be able to page through the history?"

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Maria Fomenko responded

    it's already in place via Developer dashboard: you might select the pre-defined time range 

  14. upload document on version 2 within SalesForce

    upload document on version 2 within SalesForce

    <they need the "Upload" option to be available in "Create a new document" window within SalesForce on version 2 (not only one) >

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  15. Profile API Endpoint

    Endpoint to return profile for access token.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  16. Ability to send documents on behalf of other users via API key

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  17. ev2- Salesmate integration

    ev2- Salesmate integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  18. Zapier Feature Parity for Editor 2.0

    Would like Zapier integration to be at full feature parity from Editor 1 to Editor 2.

    1 vote

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  19. Send comments in bulk

    Send comments in bulk

    1 vote

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    Released  ·  0 comments  ·  Admin →

  20. Option to turn off Download as .docx

    Downloading a PandaDoc to Word does not work correctly; random page breaks, missing letters from word that are spelled correctly, and no fillable fields. I would like to be able to turn off the option to download as a .docx on the workspace level or on the templates so the only download option is as a PDF file.

    0 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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