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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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516 results found

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

    2 votes

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  2. 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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    7 comments  ·  Payments  ·  Admin →
  3. I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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  4. 4 votes

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

    1 vote

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

    1 vote

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    0 comments  ·  API  ·  Admin →
  8. 1 vote

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  9. 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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  10. option to add multiple recipients for a fillable field

    4 votes

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  11. change currency in the quote builder

    24 votes

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  12. Smart Content feature for Pricing table

    32 votes

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

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
  14. 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

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

    2 votes

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

    1 vote

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    0 comments  ·  Other  ·  Admin →
  17. Show the description when adding a catalogue item to the pricing table.

    As per the customer's experience :"I make product catalogue description a permanent fixed visible field. When I am viewing it in the catalogue or when I am trying to add a product to the pricing table. i can't see it unless i click on the product in the catalogue itself"

    4 votes

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  18. Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  19. 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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  20. Customer would like to pass product text column to PT from HubSpot

    1 vote

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