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Ideas to Improve PandaDoc

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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.

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

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  2. Sync field's values to HubSpot

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

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  3. 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 →

  4. 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 →

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

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

  6. 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 →

  7. 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 →

  8. Ability to choose a specific payment date for the recurring charge

    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  ·  Quote to Cash  ·  Admin →

  9. Add custom roles in all workspaces at once or in bulk

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

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  10. 'Rename workspace' option for all plans

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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

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

    1 vote

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    0 comments  ·  API  ·  Admin →

  12. [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 →

  13. APIs to add/edit/del Templates.

    APIs to add/edit/del Templates.

    1 vote

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    0 comments  ·  API  ·  Admin →

  14. Update records in SugarCRM when new documents are Signed in PandaDoc

    Update records in SugarCRM when new documents are Signed in PandaDoc

    https://pandadoc.zendesk.com/agent/tickets/604161

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  15. 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  ·  Quote Builder & Pricing table  ·  Admin →

  16. option to add multiple recipients for a fillable field

    option to add multiple recipients for a fillable field

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  17. change currency in the quote builder

    change currency in the quote builder

    24 votes

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    3 comments  ·  Quote Builder & Pricing table  ·  Admin →

  18. Smart Content based on Pricing table values

    Smart Content feature for Pricing table

    32 votes

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    7 comments  ·  Quote Builder & Pricing table  ·  Admin →

  19. 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 →

  20. Identify Recurring charges in Catalog Import CSV

    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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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    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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