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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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337 results found

  1. 9 votes

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  2. 7 votes

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    2 comments  ·  Workflow  ·  Admin →
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  3. change currency in the quote builder

    23 votes

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  4. Customer would like to subscribe to news letter of any Product updates

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Add the ability to enable a recipient to select just 1 option within multiple options within a quote section

    7 votes

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  6. I would like to indicate for the recipient how much they will save per year or quarterly, not only per month

    2 votes

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  7. 3 votes

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    Released  ·  0 comments  ·  CPQ - Catalog  ·  Admin →
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  8. Ability to change prices on product window without click the 3 dots option in the right side of quote builder

    1 vote

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  9. Use decimal comma in product catalog

    10 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as dilimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  10. Would be nice to have freshsales integration

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. option to hide the volume-based pricing message

    for example: BUY 2 FOR $50.00 EACH

    7 votes

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  12. API call that will change the document status from Sent/Viewed/Completed to Draft similar to the option below:
    We have the option in PandaDoc to edit the sent document manually (https://support.pandadoc.com/hc/en-us/articles/360042659113-Edit-sent-documents), so the document status will become Draft.

    4 votes

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    Hi,

    Thank you for taking the time to leave your request. Great news!

    We have released this feature!

    Here is the documentation for the new endpoint

    Looking forward to hearing your thoughts on this new addition to our API.

  13. Ability to re-order product order in bundles (like exists at the Quote builder level). Needed to do Saas style pricing tiers.

    3 votes

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  14. ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

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  15. 1 vote

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  16. The client wants to receive notifications some sort when there's a maintenance, bugs and outages.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. Delete the subtotals (recurring and one-time) permanently.

    1 vote

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  18. Option for Radio buttons on API [field tags]

    • will allow the user to use Radio buttns on API
    4 votes

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  19. Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account

    https://pandadoc.zendesk.com/agent/tickets/519352

    1 vote

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  20. Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    1 vote

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