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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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510 results found

  1. Send a document with $0 value

    Should be possible to send a doc and take a ZERO payment

    14 votes

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    Released  ·  5 comments  ·  Admin →

  2. Set up different colors and design for pricing table section headers

    At the moment you can only customise the design of the whole pricing table but what if I wanted my sections to look different to my pricing table headers, like in panda classic. To my knowledge this isn't possible.

    14 votes

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    Released  ·  1 comment  ·  Admin →

  3. [Dashboard] display workspace name on the Dashboard

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) 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 view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  4. EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    EV2. Ability to have stripe add payments to existing customers instead of creating new customer

    14 votes

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    0 comments  ·  Payments  ·  Admin →

  5. Portuguese Localization

    Portuguese for Ev2.

    14 votes

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    0 comments  ·  Localization  ·  Admin →

  6. Pull values from Google sheet rows to PandaDoc: possibility to create documents using info from Google sheets [Workaround in comments]

    14 votes

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    3 comments  ·  Integrations  ·  Admin →
    Released  ·  Veronika Gurianova 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!

    Link

  7. When transferring document ownership, it should stay in the folder it was originally in, instead of another folder being created.

    Currently, transferring ownership of documents held within folders produces a new folder.

    If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".

    13 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminMaria Fomenko (Admin, PandaDoc) responded

    I'm happy to announce that we've fixed the issue with files transfer ownership. 

    From now on, all files transferred to the new owner will stay in the same folder as  were originally. 

    You're welcome to share your feedback 

  8. CC recipients for forms

    Availability for the form creator to add CC recipient on the form (so they can get notifications once the form is submitted)

    13 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →

  9. Ability to Set variable/token type to currency

    When currency fields are passed into PandaDoc Variable/Token allow for variable to be set on the token level as a "Currency type" to format correctly.

    13 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  10. Disable link sharing in documents

    13 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →

  11. Recipient Groups on the template level

    Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.

    12 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →

  12. Partial signing order: select a signing order and have non-signing order recipients, who can sign without holding up the order list.

    Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.

    12 votes

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    0 comments  ·  Recipient Experience  ·  Admin →

  13. Adjust signing order for sent documents

    Adjust signing order for sent documents without having to edit and resend the document

    12 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hello there! 👋

    I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.

    Your feedback would be greatly appreciated.

    Best,

    Igor from the Product Team at PandaDoc

  14. signing order in API call

    Set signing order in API call (for documents created from PDFs).

    12 votes

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    Released  ·  1 comment  ·  Integrations  ·  Admin →

  15. Integration with Microsoft Teams

    12 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  16. Template to doc folder

    Documents created from a template automatically move to a specific folder once created/sent

    12 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →

  17. Ability to add a border for the textblocks in EV2

    Ability to add a border for the textblocks in EV2

    12 votes

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    4 comments  ·  Admin →

  18. Custom Electronic Disclosure Message

    Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

    11 votes

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    Released  ·  2 comments  ·  Other  ·  Admin →

  19. [Quote Builder]: Change default fonts

    Ability to change default fonts on the Quote Builder

    11 votes

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

  20. Invite or create users via API

    Option to create a new user or invite a new user via API.

    11 votes

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    0 comments  ·  API  ·  Admin →
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