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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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569 results found

  1. Hyperlink image ev2

    hyper link image ev2

    27 votes

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    Released  ·  1 comment  ·  Admin →

  2. Completed to paid status manually

    27 votes

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    7 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  Valeryia Baranava 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!
    Payments

  3. The ability to change the name of the workspace

    26 votes

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

  4. Repeat reminders every day (daily auto-reminders)

    repeat reminders every day

    26 votes

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    4 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

  5. Basic integration with Slack

    Is your team working in Slack? Any ideas on integrating Slack and PandaDoc?
    Please vote for this feature and let us know what would you expect to see in the integration!

    26 votes

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    Released  ·  5 comments  ·  Integrations  ·  Admin →

  6. discounted price per unit

    The option to show the discounted price per unit (not only the final one).

    Example: The price per unit is 790€ and I give my customer a 30% discount. Since the customer ordered 3 parts, Pandadoc will calculate the discount for the final amount but not for the price per unit.

    26 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  7. Advanced reporting combined for all workspaces

    Customer would like to pull a report of all workspaces and filter by workspace.

    26 votes

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

  8. Active Campaign integration

    25 votes

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    2 comments  ·  Integrations  ·  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 Integration with ActiveCampaign has been released. Please see the links for more information: Help Center, ActiveCampaign. 

    Have a wonderful day!

  9. [Text formatting] Subscript/Superscript

    25 votes

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    Released  ·  1 comment  ·  Admin →

  10. Share Folders between Workspaces

    Ability to share whole folder to another workspace

    25 votes

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    1 comment  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

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

    We’re glad to let you know that the feature allowing to share folders between workspaces is available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items

    Have a wonderful day!

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  11. Salesforce sync - refresh document data (tokens from contcts, product list, etc)

    Salesforce bi-directional sync with PandaDoc, focus on tokens from contacts, product list, etc

    25 votes

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    4 comments  ·  Integrations  ·  Admin →

  12. change currency in the quote builder

    change currency in the quote builder

    24 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  13. The option to add completed documents as attachments in Hubspot (like in SF).

    Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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    2 comments  ·  Integrations  ·  Admin →

  14. Enable validation of field values

    When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.

    24 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →

  15. Zendesk Sell Integration for EV2

    Zendesk Sell Integration for EV2

    24 votes

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    1 comment  ·  Integrations  ·  Admin →

  16. Get audit trail details via api (Recipient Status via API)

    ability to get audit trail details via api including recipient status

    23 votes

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    6 comments  ·  API  ·  Admin →

  17. Inline comments for recipients

    how do i enable recipients to add comments against document content fro response back?

    23 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →

  18. Link to CRM: Include and pull products / pricing table line items from CRM

    Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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    4 comments  ·  Integrations  ·  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 feature allowing to Update a document with values from CRM (Pipedrive or Hubspot) has been released. Please see these links for more information: 


  19. Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage

    Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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    2 comments  ·  Integrations  ·  Admin →

  20. Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces

    Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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