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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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763 results found

  1. 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 →

  2. 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 →

  3. 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 →

  4. 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 →

  5. 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 →

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

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  7. 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 →

  8. Add Document sent trigger event in Zapier

    1 vote

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    1 comment  ·  Integrations  ·  Admin →

  9. 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 →

  10. Convert EV1 Documents to EV2

    1 vote

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    0 comments  ·  Other  ·  Admin →

  11. 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 

  12. 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 →

  13. Set recipient name after it's in Sent status

    Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  14. Profile API Endpoint

    Endpoint to return profile for access token.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

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

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  16. ev2- Salesmate integration

    ev2- Salesmate integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  17. JSON Payload Update for EV2 with Salesforce

    Multiple customers have been interested in dynamic opportunity/custom object updating when PandaDocs are completed. Can only be done in EV1, but to make this possible with process builder in EV2, we need the Template Name and Template ID to be included in the JSON payload for Salesforce.

    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. PipeDrive. Ability to connect multiple PD workspaces to a PipeDrive account

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)

    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

  20. Change color of pages

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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