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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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510 results found

  1. Expanding text fields: The ability to text fields to get bigger as recipients are typing/not have character limits.

    Auto-shrink text when it will not fit fully in a field. Auto-adjust text field entry.

    54 votes

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    9 comments  ·  Usability Improvements  ·  Admin →

  2. Template Embedding EV2 (Forms)

    53 votes

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    Released  ·  3 comments  ·  Admin →

  3. Transfer Documents Ownership to Another User

    Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.

    Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.

    53 votes

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    Released  ·  7 comments  ·  Sharing & Collaboration  ·  Admin →

  4. Datacenter / storage in EU

    EU datacenter.

    52 votes

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    4 comments  ·  Security & Compliance  ·  Admin →

  5. Salesforce CPQ

    Integration similar to Salesforce but for Salesforce CPQ

    50 votes

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

    Hi,
    Thank you for taking the time to leave your request. We have great news – PandaDoc for Salesforce CPQ is now available on Salesforce AppExchange. With this integration you can:

    • Create stunning customizable quotes easily
    • Collect legally binding signatures
    • Maintain control over the quoting process before signature by keeping Salesforce as your single source of truth with our content locking capabilities and two-way sync between PandaDoc and Salesforce CPQ.

    For more information, visit PandaDoc for Salesforce CPQ on AppExchange.

  6. Use tab to jump to the next field to fill and assign field

    Use tab to jump to the next field to fill and assign field

    50 votes

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    Released  ·  6 comments  ·  Usability Improvements  ·  Admin →

  7. Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.

    Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.

    48 votes

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    9 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  8. Individual variables for each pricing table total

    system tokens for Pricing Table Totals in ev2. Individual variables for each pricing table

    48 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  9. Send a document after document completion

    send a follow-up email/document after document completion

    46 votes

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    8 comments  ·  Automations  ·  Admin →

  10. [Bulk actions] mass select and move/delete/update all or selected fields

    mass select and move/delete fields ev2

    46 votes

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    7 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. Thumbnail/Preview for pages

    Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    43 votes

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    4 comments  ·  Usability Improvements  ·  Admin →

  12. Allow for KBA: Knowledge Based Authentication

    Allow for KBA: Knowledge Based Authentication

    43 votes

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    5 comments  ·  Security & Compliance  ·  Admin →

  13. Tiered numbering option for Editor 2.0

    The ability to make a numbered list wit the following options: 1.1, 1.2., 1.3 etc. (plain text)

    43 votes

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    Released  ·  8 comments  ·  Other  ·  Admin →

  14. [Fields] change Date Field format

    Change the Date format for all Date fields in one click and save the settings for new docs.

    Examples:
    - yy/mm/dd

    43 votes

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    Released  ·  5 comments  ·  Fillable Fields & Variables  ·  Admin →

  15. add image to table columns

    add image to table columns

    43 votes

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    Released  ·  2 comments  ·  Admin →

  16. Bundles API

    API support for document bundles

    42 votes

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    7 comments  ·  Integrations  ·  Admin →

  17. Specify days and time of auto-reminders

    customize the auto-reminder Time and Days

    42 votes

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    6 comments  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  18. Attach files in Ev2

    https://support.pandadoc.com/hc/en-us/articles/360009533653--Classic-Editor-Attach-files-to-documents

    42 votes

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    Released  ·  1 comment  ·  Other  ·  Admin →

  19. Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    Make PandaDoc automatically recognize the currency that is specified in Hubspot and change the currency for the pricing table accordingly.

    41 votes

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    4 comments  ·  Integrations  ·  Admin →

  20. Conditional Approvals for EV2

    Conditional Approvals feature Parity for EV2

    41 votes

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    2 comments  ·  Admin →
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