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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. UX improvement: More explicit difference between working on a template and working on a document

    The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.

    You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.

    Same with Roles and "why can't I send this document" ... Because you are in a template.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  2. Reporting by Template

    User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.

    2 votes

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

  3. Regular Expression field validation

    https://en.m.wikipedia.org/wiki/Regular_expression

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Attachment on forms

    The ability to add attachments to forms

    2 votes

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    Released  ·  1 comment  ·  Templates & Libraries  ·  Admin →

  5. Option to use upload fields in Forms

    Allow recipients to upload files when filling out a Form

    2 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →

  6. Ability to track the remaining number of licenses

    detect when a new user is added which consumes a license

    2 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  7. Adding the content library feature EV2 to the right menu

    Adding the content library feature EV2 to the right menu

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  8. The ability to map product fields inside of Hubspot and transfer them to the pricing table in PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  9. Info about who signed the Viewed document and who hasn't yet visible from the list view of the Viewed Document Status Tile on the Dashboard

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  10. Ability to link documents created via Zapier to a folder automatically

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Edit document Confirmation Pop Up

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  12. Copy tables from external sources

    2 votes

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    0 comments  ·  Admin →
    Released  ·  Valeryia Baranava responded

    The feature allowing to copy tables from external sources is available within the system. Please see more information here.

  13. [Zoho] Token Formating

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  14. Webhooks for EV2 Workspace

    Webhooks for EV2 Workspace

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  15. Line form in PDF : automatic recognition

    Recognizing line form in PDF (when you have a questionary with simple rows in a table) and assigning field automatically.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  16. Grand Total Token for Editor 2.0

    Would like grand total token to be at full feature parity from Editor 1 to Editor 2.

    2 votes

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    Released  ·  0 comments  ·  Admin →

  17. Reset branding

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  18. Enable deal rooms

    Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We're excited to announce the release of our new feature, Rooms! Rooms provides a secure collaboration space where you can organize resources, share documents, and collaborate and negotiate with buyers and/or internal team members all in one place. For more information, please click the link below!

    Rooms

  19. Catalog - Ability to update custom columns with a CSV

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  20. Automatically add document value like how the grandtotal works in EV1

    2 votes

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    Released  ·  0 comments  ·  Admin →
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