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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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767 results found

  1. Separate Repository for Templates

    separate icon for templates

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  2. 50% deposit option

    It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  3. Footer/Header - Ability to add signature fields, text fields.

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

    5 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  4. Ability to pass billing frequency fields into the pricing table from Pipedrive line items.

    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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    0 comments  ·  Integrations  ·  Admin →

  5. Send an SMS reminder notification

    send an SMS reminder notification

    2 votes

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

  6. Template: Trash Bin

    Ability to restore templates

    8 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  7. Option to add metadata to documents not using API

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

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

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

    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 →

  9. [Quote Builder]: Hide decimal points in the quote builder

    hide decimals points in the quote builder

    9 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  10. Ability to duplicate multiple fields at once

    Ability to duplicate multiple fields at once

    10 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. Update HubSpot Deal Products with changes made in Pricing Table

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  12. [Import from CRM][Salesforce] Update pricing table

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

    22 votes

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    4 comments  ·  Integrations  ·  Admin →

  13. Calculate product price automatically based on the product bundle

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

    12 votes

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    1 comment  ·  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/en/articles/9714716-quote-builder-block-working-with-product-bundles

  14. Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.

    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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    10 comments  ·  Quote Builder & Pricing table  ·  Admin →

  15. Update a field (checkbox) on the related opportunity on Salesforce when a document status changes to "Completed"

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  16. Allow Product Bundles to be set with recurring pricing

    We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  17. Add default option for Date > Autofill with Signing Date

    Please provide the option in Admin settings to be able to toggle on/off Default Autofill with Signing Date.

    Our users typically need all the DATE fillable fields to default to Autofill with signing date, and would rather manually toggle that OFF when they need to, than have to toggle that box ON for each Date fillable field they have to drop in.

    15 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →

  18. sent document - change document name without editing it

    sent document - change document name without editing it

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

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

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

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  20. Adding Laos (KIP) currency in pricing table

    adding Laos (KIP) currency in pricing table

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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