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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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527 results found

  1. Ability to change prices on product window without click the 3 dots option in the right side of quote builder

    1 vote

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  2. Use decimal comma in product catalog

    10 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Commas are supported as dilimeters in PandaDoc Catalog if the profile language is set as non-English. To set it up, please go to Settings -> Personal info -> Interface language. Have a marvelous day!

  3. Would be nice to have freshsales integration

    1 vote

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    0 comments  ·  Automations  ·  Admin →
  4. Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.

    3 votes

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  5. option to hide the volume-based pricing message

    for example: BUY 2 FOR $50.00 EACH

    7 votes

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    1 comment  ·  Admin →
  6. Update the description when HubSpot deal is changed

    For now, you can only update the following product information if it was changed on HubSpot side: quantity, unit price, and unit discount, so it's expected that the description is not updated

    1 vote

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  7. 2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.

    6 votes

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  8. Ability to re-order product order in bundles (like exists at the Quote builder level). Needed to do Saas style pricing tiers.

    3 votes

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  9. Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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  10. 15 votes

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    4 comments  ·  API  ·  Admin →
  11. ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

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  12. 1 vote

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  13. The client wants to receive notifications some sort when there's a maintenance, bugs and outages.

    1 vote

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    0 comments  ·  Other  ·  Admin →
    Released  ·  Lindsey Schocke responded

    PandaDoc has a status page that provides updates when we have maintenance or outages. You can subscribe via text message, email, and Slack notification to get incident updates and maintenance status messages. 


    You can find it here: https://status.pandadoc.com

  14. We are using digital signed documents to make contracts. But we have to include 2FA because privacy regulations in the Netherlands. I saw that there was a option to verifiy to document receiver, but this is only for documents created manually.

    We are using the Zapier plugin of PandaDoc to generate documents with data etc.

    But we are not able to use this security function on those documents.

    I think there would be a lot of people that need this option, i even saw comments online that people cant use PandaDoc because of this.

    I like PandaDoc and i would…

    5 votes

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    0 comments  ·  API  ·  Admin →
  15. Option to hide all pricing table columns except the main total

    • will allow the user to hide all of the columns in the pricing table except the main totals.
    3 votes

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  16. want to populate the smart content option based on the products used in the document

    33 votes

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  17. 1 vote

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  18. Delete the subtotals (recurring and one-time) permanently.

    1 vote

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  19. Option for Radio buttons on API [field tags]

    • will allow the user to use Radio buttns on API
    4 votes

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  20. Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account

    https://pandadoc.zendesk.com/agent/tickets/519352

    1 vote

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