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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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763 results found

  1. identify how many times the templates have been used

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  2. Reporting: filter for trash documents

    filter that would allow excluding trash documents from the reporting

    1 vote

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

  3. Allow Recipients to re-assign the Signer!

    To allow recipients to forward PandaDoc + re-assign signer privileges! This not only mitigates back&forth, but often with large corporations, decision-makers/signers are gated by procurement teams, financial teams, etc. A document passes the gaze of several pairs of eyes before it's presented to the signer.
    For smaller companies, sometimes your point of contact is the admin/executive assistant, who gates for the CEO or decision-maker. Out of respect, I should be able to forward to PandaDoc to the EA, and he/she reassigns the signing privileges to the CEO.
    That should happen internally without my involvement. Very important feature to have to…

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Attachments to the main document

    Hello, it would be useful to allow one or more attachments to the main document sent to the customers. I'm thinking at the upload the customer's ID card or similar that the customer will be required to attach.

    1 vote

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    1 comment  ·  Content Editing & Design  ·  Admin →

  5. Hide the left page reorder panel

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Valeryia Baranava responded

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

    We’re happy to let you know that the feature "Hide the left page reorder panel" is available within the system. Please see this link for more information and the screenshot attached: Table of contents.

    Have a great day! 

  6. Hi , I'm looking to add social media links to my proposals, I want to have Facebook, Instagram, LinkedIn, Twitter and YouTube all on the sam

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Valeryia Baranava responded

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

    We're glad to let you know that the option to embed your social media links as images is available within the app. For this, please upload a social media image via image block and paste the link to your profile in the hyperlink. You can also see these links for more info:

    Help Center.

    Video guide.

    Have a wonderful day!

  7. sending on members' behalf

    1 vote

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

  8. API endpoint to send out documents via email

    It would be helpful to be able to trigger the send of an email with a document attached via api. A lot of processes happen outside of PandaDoc that may trigger the automatic send of a document, but right now there is no way to seamlessly connect systems in this way.
    Another plus would be to fetch a document link via api, so users could populate that link in external tools or their own email services.

    1 vote

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    0 comments  ·  API  ·  Admin →

  9. Update the theme of multiple templates at once

    1 vote

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    Released  ·  0 comments  ·  Admin →

  10. 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

  11. Add a recipient to an existing document via APi

    1 vote

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    0 comments  ·  API  ·  Admin →

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

    1 vote

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

  13. 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 →

  14. 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!


  15. 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 →

  16. 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!

  17. 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.

  18. 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!

  19. 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!


  20. 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!

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