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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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563 results found

  1. Variables for the quote builder

    7 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Quote data fields

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.


  2. Add the duplicate option to the Home page

    4 votes

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    0 comments  ·  Other  ·  Admin →
  3. The new feature for Recipient Groups is very good, but we need the same functionality for API. I see that it is currently not available.
    Customer requesting: mpetit@homebound.com

    10 votes

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    0 comments  ·  API  ·  Admin →
  4. Ability to change default fonts on the Quote Builder

    11 votes

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  5. Option for 2 way sync with HubSpot

    17 votes

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  6. 1 vote

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    0 comments  ·  Automations  ·  Admin →
  7. Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    21 votes

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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. For more information, please click the link below!

    [Hyperlink]

  8. Make one payment gateway default over another

    2 votes

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  9. The ability to add fields on footer such as text field or signature fields.

    5 votes

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  10. Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.

    1 vote

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  11. send an SMS reminder notification

    2 votes

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  12. Ability to restore templates

    8 votes

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  13. Ability to add metadata to documents created from templates using the PandaDoc editor.

    2 votes

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  14. Ability to edit the form text "Enter your contact information to start the signing process."

    3 votes

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    0 comments  ·  Forms  ·  Admin →
  15. The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    22 votes

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  16. I would like to have an automatic calculation of the product price based on the product bundle price

    12 votes

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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. For more information, please click the link below!

    https://support.pandadoc.com/en/articles/9714716-quote-builder-block-working-with-product-bundles

  17. Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.

    48 votes

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  18. 1 vote

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    0 comments  ·  Automations  ·  Admin →
  19. sent document - change document name without editing it

    9 votes

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  20. Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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