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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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453 results found

  1. Ability to download a copy of a document with suggested edits showing before approving or rejecting the edits.

    8 votes

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    3 comments  ·  Admin →

  2. Sync fields only from Pandadoc to SFDC and not bidirectionally

    Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  3. When recipient sign automatically send another document for that recipient for signatures.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

  4. Date fields that automatically mark the date [x] days ahead of the current date or in relation to another date field

    9 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  5. transfer signer to another link after document completion

    THe functionality to transfer signers of a form/document to another web page after document completion.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  6. [Automations] Create line item in Hubspot once the document status changes

    For now, we support only updating the existing line items (that are being passed from Hubspot). It would be great to to support creating line items (create a doc with no products at all > add products in PD > send/complete the doc > make products appear under Hubspot line items).

    4 votes

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    1 comment  ·  Automations  ·  Admin →

  7. Choose one ONE required item from all the optional items

    We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table

    4 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  8. change currency in the quote builder

    change currency in the quote builder

    24 votes

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    3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  9. Ability to set up an alternative line item description from HubSpot.

    Ability to set up an alternative line item description from HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →

  10. [Greenhouse] Take Hiring manager contact information from the Offer object

    Take Hiring manager contact information from the Offer object (for now only Candidate is available).

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Product update news letter

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

    1 vote

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    0 comments  ·  Other  ·  Admin →

  12. Quote Builder - Multiple choice in Quote sections

    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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    Released  ·  3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  13. HubSpot product text column to Pricing Table

    Customer would like to pass product text column to PT from HubSpot

    1 vote

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  14. Bulgarian Recipient View

    Bulgarian recipient view

    1 vote

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    0 comments  ·  Localization  ·  Admin →

  15. Auto-insert recipient information as document title

    option to use recipient information such as first and last name as document title

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  16. SMS Verification for API Created Docs

    Be able to add SMS verification to docs created via API.

    32 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →

  17. Add options to "you'll save" row in the Quote Builder

    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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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  18. Update deal amount property in hubspot when quote builder is edited

    Map any edits made within a quote builder back to hubspot, amount and cost monthly properties

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  19. Option to hide unfilled / unpopulated variables during printing or sending the document

    Option to hide unfilled / unpopulated variables during printing or sending the document

    • Will allow the user to hide variables during or before printing the document
    31 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. Delete the items associated with the category along with the category in the Catalog

    Delete the items associated with the category alongs with the category in the Catalog

    https://pandadoc.zendesk.com/agent/tickets/525401

    3 votes

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    Released  ·  0 comments  ·  Admin →
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