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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. Update the theme of multiple templates at once

    1 vote

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    Released  ·  0 comments  ·  Admin →

  2. Mass delete catalog items without having to load them all first.

    1 vote

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    0 comments  ·  Admin →
    Released  ·  Christopher Ragland responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Help Center Article

  3. Add a recipient to an existing document via APi

    1 vote

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    0 comments  ·  API  ·  Admin →

  4. Search content of uploaded PDF rather than just by the title

    1 vote

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

  5. ability to fill in the text fields with the content saved to the content library on shared templates

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  6. Option to put fileds using API

    Option to put fileds using API

    Will allow the user to put fields using API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava 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 place PandaDoc fields into your document via API using PDF form fields or PDF field tags is already available within the system. You can read more about this here: https://developers.pandadoc.com/reference/new-document 

    Many thanks for your time! Have a wonderful day!


  7. Option signature fields

    Sometimes we don't know how many signers will be on a document and there's a need to have optional signature fields, in case theres more than we expect or less than we expect.

    1 vote

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

  8. Edit document name after its been sent/completed

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeryia Baranava 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 change a document name after sending/completion is already available within the system. Here's how we do that: https://share.getcloudapp.com/8Lup8Gqj

    Many thanks for your time! Have a wonderful day!

  9. Create a community site for developers

    It will be helpful if there is a community site that developers can ask questions and exchange information.

    1 vote

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

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

    Please feel free to refer to our Forums, which is a community site, and start conversations on the topics you're interested in: Forum.

  10. Ability to remove the "you can sign up too" after a document is signed by a client

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
    Released  ·  Valeryia Baranava 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 remove the promotional window on your recipient's end is already available within the system. Here's how you can remove it: https://share.getcloudapp.com/NQux6OBX

    Many thanks for your time! Have a wonderful day!

  11. i m trying to add a text box in table

    i m trying to add a text box in table

    1 vote

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    0 comments  ·  Admin →
    Released  ·  Valeryia Baranava 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 add a text block on top of a table is already available within the system. Please see the video guide how to do it: https://share.getcloudapp.com/kpu4gbBg 

    Many thanks for your time! Have a wonderful day!


  12. I need a method to transfer variable values between pre-existing documents

    I need a method to transfer variable values between pre-existing documents

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to transfer the variable values from one document to another is already available within the system. You can read more about this here:

    https://support.pandadoc.com/hc/en-us/articles/360035607433--Editor-2-0-Transfer-data-from-one-document-to-another

    Many thanks for your time! Have a wonderful day!

  13. Sent and Delivered within the document analytics

    1 vote

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    0 comments  ·  Other  ·  Admin →

  14. Add new currency - XPF CFP francs (Pacific Franc)

    I'm probably the only one who will ever need this but it is crucial to my organization. If you could implement this change and add this currency, I would love PandaDoc forever. I would imagine that it would only take a second to add it in the drop down options for table currencies in the property settings of price tables. It would just have to read "XPF CFP francs". Thanks!

    1 vote

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    0 comments  ·  Admin →

  15. UK National Insurance number validation (NiNo)

    National insurance numbers (NINo) should appear in the following combination of letters and numbers - two letters, six numbers, one letter. For example: QQ 123456 C.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →

  16. 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 →

  17. 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 →

  18. template gallery in spanish

    1 vote

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    0 comments  ·  Localization  ·  Admin →

  19. 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 →

  20. 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  ·  Valeryia Baranava 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

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