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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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536 results found

  1. 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]

  2. Make one payment gateway default over another

    2 votes

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

    5 votes

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  4. 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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  5. send an SMS reminder notification

    2 votes

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

    2 votes

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  7. 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 →
  8. The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    22 votes

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  9. 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

  10. 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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  11. 1 vote

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

    9 votes

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

    1 vote

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  14. adding Laos (KIP) currency in pricing table

    2 votes

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  15. A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form

    2 votes

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    0 comments  ·  Automations  ·  Admin →
  16. If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.

    1 vote

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  17. Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).

    9 votes

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  18. In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
    For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".

    2 votes

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  19. Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.

    3 votes

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  20. Customer would like to set an approver workflow in order

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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