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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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527 results found

  1. Add option to send a reminder on a document in "Waiting for payment" status.

    2 votes

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  2. The customer desires the capability to synchronize the field values from a completed document to HubSpot.

    1 vote

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  3. 8 votes

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  4. 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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  5. 1 vote

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  6. 9 votes

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

    2 votes

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  8. Now it is possible to choose weekly, monthly and yearly, but the client wants to have a specific date, e.g. on 1 st of very month.

    https://pandadoc.zendesk.com/agent/tickets/438428

    35 votes

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  9. I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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  10. 4 votes

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  11. Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API.

    1 vote

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    0 comments  ·  API  ·  Admin →
  12. 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 →
  13. APIs to add/edit/del Templates.

    1 vote

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    0 comments  ·  API  ·  Admin →
  14. 1 vote

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  15. 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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  16. option to add multiple recipients for a fillable field

    4 votes

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  17. change currency in the quote builder

    24 votes

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  18. Smart Content feature for Pricing table

    32 votes

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

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
  20. Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.

    18 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/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV

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