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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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535 results found

  1. Password-Protection Editor 2

    I need to be able to password protect documents that get sent to clients and it seems this is not yet available in version 2.0? is it possible to get my trial rolled back to version 1.0 please?

    54 votes

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    1 comment  ·  Admin →

  2. 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 →

  3. Template Embedding EV2 (Forms)

    53 votes

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    Released  ·  3 comments  ·  Admin →

  4. 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  ·  8 comments  ·  Sharing & Collaboration  ·  Admin →

  5. Datacenter / storage in EU

    EU datacenter.

    52 votes

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    4 comments  ·  Security & Compliance  ·  Admin →

  6. 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.

  7. 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 →

  8. 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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    10 comments  ·  Quote Builder & Pricing table  ·  Admin →

  9. 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 →

  10. Two way sync with Pipedrive

    Option for Pipedrive 2 way sync

    46 votes

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    7 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! 🚀

  11. 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 →

  12. [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 →

  13. 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 →

  14. Allow for KBA: Knowledge Based Authentication

    Allow for KBA: Knowledge Based Authentication

    43 votes

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    5 comments  ·  Security & Compliance  ·  Admin →

  15. 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 →

  16. [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 →

  17. add image to table columns

    add image to table columns

    43 votes

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    Released  ·  2 comments  ·  Admin →

  18. Bundles API

    API support for document bundles

    42 votes

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    7 comments  ·  Integrations  ·  Admin →

  19. 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

  20. Make the Finish button more clear

    Recipients often do not notice the Finish button after signing docs.

    43 votes

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    6 comments  ·  Usability Improvements  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) 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 check the screenshot below!


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