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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. Get the reason for a declined document via API

    When someone "Decline" document with reason filled - how can i get this reason from API

    22 votes

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    2 comments  ·  API  ·  Admin →
    Released  ·  AdminVolha Dziahtsiar (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.

    Workspace administrators can simply make a GET request to the endpoint, providing the specific document_id. The endpoint returns a full paginated audit log for a specified document, including:

    • Core actions like sending, viewing, signing, editing
    • Advanced events such as payment status, KBA and QES attempts
    • Metadata: timestamps, IP addresses, user identity
    • Decline reasons and the user who declined

    For more information, please click the link below!

    [Hyperlink]

  2. [Quote Builder] Format columns like Pricing table

    Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    21 votes

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    5 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminAnastasia Koshko (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 click the link below!

    [Hyperlink]

  3. SendDate in API call Get Document details

    21 votes

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    1 comment  ·  API  ·  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!

    developers.pandadoc.com

  4. HubSpot refresh pricing table

    Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    21 votes

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    1 comment  ·  Integrations  ·  Admin →

  5. Field tags: Auto Place Field Enhancement: Auto Place fields even without field tags.

    Auto Place fields even without field tags.

    21 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  6. Create template via API

    API call to create a template.

    21 votes

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    2 comments  ·  API  ·  Admin →

  7. EV2: Add Images to Catalog Items for Pricing Table

    Make a way to display images attached to catalog item inside a pricing table

    21 votes

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    1 comment  ·  Admin →

  8. An option to use a custom fields with data merge in Hubspot

    an option to use a custom field with data merge in Hubspot

    20 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  9. Filter the PandaDoc Inbox by "To sign" or "Signed"

    Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    20 votes

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    5 comments  ·  Sharing & Collaboration  ·  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 use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.

    Have a wonderful day!

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  10. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

    The option to search from Documents tab by status and tag simultaneously.

    20 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  11. Have a "send reminder" PandaDoc API call.

    Option to manually send reminders via API.

    20 votes

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    4 comments  ·  API  ·  Admin →

  12. Upload fields are supported in embedded templates: Collect Files field in Forms

    20 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →

  13. Installments | Split payments on a document into more than 2 payments

    Split payment on a document into more than two installments (please specify how many).

    19 votes

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    2 comments  ·  Quote to Cash  ·  Admin →

  14. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

    Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    19 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  15. Sign on Behalf: When Original Signer is OOO

    Ability to allow someone else to sign a document if the original signer is out of office,

    19 votes

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    4 comments  ·  Other  ·  Admin →

  16. content library preview feature for ev2

    content library preview feature for ev2

    19 votes

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    Released  ·  2 comments  ·  Templates & Libraries  ·  Admin →

  17. Identify Recurring charges in Catalog Import CSV

    Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.

    18 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, 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 click the link below!

    https://support.pandadoc.com/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV

  18. Change Document Location / Folder Inside the Document

    Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    18 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →

  19. Make the next button more clear when completing fields and signing the document

    Make the next button more clear when completing fields and signing the document

    18 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    18 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →
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