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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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416 results found

  1. Use tab to jump to the next field to fill and assign field

    50 votes

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  2. 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

  3. I'm creating PandaDoc document via API, and I'm having trouble with the new template. Apparently V2 doesn't provide naming it's image block, that's why I'm having trouble surfacing the image cause I don't know which is which.

    3 votes

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    1 comment  ·  Admin →
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  4. Customer would like to pull a report of all workspaces and filter by workspace.

    26 votes

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  5. 6 votes

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  6. 1 vote

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

    2 votes

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  8. The option that will allow a user to replace the uploaded PDF with another PDF but leave all the text blocks and fields on the places where they are now.

    67 votes

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    Released  ·  3 comments  ·  Admin →
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  9. 83 votes

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  10. 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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  11. If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.

    2 votes

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  12. 1 vote

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  13. Automatic update of currency depending on the currency of catalog item.

    6 votes

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

    81 votes

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  15. ability to rename a document when when on viewing mode (opened document)

    2 votes

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  16. 6 votes

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    2 comments  ·  Other  ·  Admin →
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    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 is available within the system. You can make a subject line (title) for your saved message. Saved messages include email text and a title. The title becomes the subject line of the email. Please see this link for more information:

    https://support.pandadoc.com/hc/en-us/articles/360042973473-Saved-messages

  17. 46 votes

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  18. Have checkbox option when selecting catalog items so that you can add more than one item at one time.

    1 vote

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    Released  ·  Valeria Pochapskaya responded

    It is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.

  19. 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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  20. to automate a second document to be sent out once the first document was sent

    35 votes

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    0 comments  ·  Automations  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now save even more time by automating repetitive tasks such as sending a follow-up document when a document is sent or completed.

    You can learn more about automations and how to set it up here.

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