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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7193 results found

  1. Authorize.net sandbox for testing purposes

    https://logintest.authorize.net/?cobrand=anet

    I want to connect the authorize.net with the above link

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Update List Price column in SFDC

    Update the List price column via 2-way sync in SFDC

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  3. When using the in person sign feature, automatically open the document in a browser instead of the PandaDoc app

    Instead of the recipients signing the document inside of the PandaDoc app, this would open the document inside of a browser automatically when attempting to use the in-person sign feature

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  4. Option to have 2 discount columns: percentage and amount

    Option to have 2 columns that reflect discount: percentage and amount (with negative sign)

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Sync bullet points back into Salesforce (update opportunity products trigger)

    At the moment, bullet points will not sync back into the description (or a custom rich text field) in Salesforce product when using the trigger. It will show as one line.

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  6. Add variables to the Room

    add variables to the Room

    20 votes

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    1 comment  ·  Rooms  ·  Admin →
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    On Roadmap  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  7. Improve Customer Matching to Prevent Duplications in Stripe

    Currently, when a document containing the card details field is created in PandaDoc, and the customer already exists in Stripe, the system does not properly match the records. As a result, a duplicate customer entry is created in Stripe. As a solution, it would be great to implement an enhanced customer matching mechanism that can verify if a customer already exists in Stripe before creating a new entry.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  8. Split Payment for PandaDoc Subscription

    Have the ability to split your payment for the subscription (for example, if the amount is larger than credit card limit)

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  9. Set up different decimal point setting in a single pricing table

    To define different decimal place values for the column and/or total in a single pricing table. The user deals with pennies and it is important for them to show pricing in 4 decimal places with the total being 2 decimal places short.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  10. [Quote Builder]: Support Quotes on DocX Download

    Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.

    34 votes

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    9 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  11. PandaDoc API: Ability to create catalog categories from api

    Ability to create catalog categories from api.
    Right now the only way to create Catalog categories in bulk is by uploading a csv with catalog items which already have a category assigned (along with their sub-categories).
    Would love to do this via api :)

    1 vote

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    0 comments  ·  API  ·  Admin →
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  12. Updating member role via API call

    Using the API we'd like to be able to change the role of a member in a workspace from user to admin and back again.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  13. Update Signing order via API

    We would to be able to use the API to change the signing order for any document so that we can adjust the order in which customers sign documents.

    1 vote

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    1 comment  ·  API  ·  Admin →
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  14. Allow Admin to login as other users to verify account settings and/or troubleshoot

    As an administrator, I would like to login as another user to view better understand the platform from their settings. Allow myself to adjust their settings if necessary and troubleshoot any issues they may be experiencing.

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  15. Totals from PricingTable1 can automatically become selections (products) for PricingTable2

    PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2

    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  16. Conditional Display of Discount Column in Pricing Table

    Introduce a conditional logic setting within the pricing table that allows users to configure the visibility of the discount column dynamically. If a product has a discount, the column should appear automatically; if no discount is applied, the column should remain hidden.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  17. Option to bulk download documents directly

    Option to bulk download documents directly instead of receiving a link to an email

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Restrict send documents on someone's behalf

    restrict send documents on someone's behalf

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. Ability to copy and paste table to a different document

    Ability to copy and paste table to a different document

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  20. Use Greenhouse template to create a document

    Option to use the template available in Greenhouse instead of Greenhouse selecting template in PandaDoc

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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