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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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116 results found

  1. Simply want the ability to change the document status via pandadoc API. Obviously some status changes should not be allowed but the main one I am after is change status to 'document.declined'. This would be a good way to stop reminders going to the clients (at the moment I have to delete the document via the API) and have the pandadoc document status reflect it's actual status.

    1 vote

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  2. Update salesforce opp once the document is completed without Zapier.

    6 votes

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  3. Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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  4. 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 →
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  5. 8 votes

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    We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:


    • Split payments into two parts (deposit + remainder)
    • Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
    • Provide recipients with a complete schedule of installments
    • Automatically send reminders before due date


    Check this article to know more about Installments.


    If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments

  6. 6 votes

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  7. 1 vote

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  8. Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

    2 votes

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  9. The possibility to pull the information from PandaDoc (completed document where information has been filled in by the client) to Salesforce fields.

    62 votes

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  10. 1 vote

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  11. Pull updated pricing table details from Salesforce to PandaDoc.

    81 votes

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  12. increasing the current API rate limits for pdf upload and template creation

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  13. Ability to use a few fee columns in the pricing table while creatind doc via API

    1 vote

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  14. (between two payment systems as well)

    70 votes

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  15. Add an extra status between uploaded in draft to show "Error" state for PDF uploads that fail to process

    5 votes

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

    24 votes

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  17. We wanted to “Update the Contact” after a client signed the doc, aiming to save the custom variables in the backend of PandaDoc. Checking the Data that PandaDoc pushes to Zapier, it does not push the contact ID and therefore an automation can't find the related contact to update it.

    https://www.loom.com/share/b89eb97dc0f34eedaebb2f51bb0867c8

    1 vote

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  18. Ability to link non-draft documents to CRM records.

    56 votes

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    Hello there,


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


    Please kindly be advised that the feature allowing to link a document in non-draft status to a CRM object is already available within the system. More information can be found here: https://share.getcloudapp.com/geumZZdq 


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  19. pass variables/a variable to the document name through zapier

    3 votes

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    Released  ·  2 comments  ·  Integrations  ·  Admin →
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  20. change document owner in API.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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