527 results found
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Ability to change prices on product window without clicking the 3 dots option in the right side of quote builder
Ability to change prices on product window without click the 3 dots option in the right side of quote builder
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information about Quote Builder, please click the link below!
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Use decimal comma in product catalog instead of a dot
Use decimal comma in product catalog
10 votesGreetings! 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!
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Integrate with Freshsales
Would be nice to have freshsales integration
1 voteHello,
Thank you for submitting this request! We do have an integration with Freshsales. More information can be found here: https://support.pandadoc.com/hc/en-us/articles/360034764954-Freshsales.
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Pricing Table - Payments based on Milestones being met
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 votesHi,
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!
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Option to hide the volume-based pricing message
option to hide the volume-based pricing message
for example: BUY 2 FOR $50.00 EACH
7 votesHi,
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!
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Update the description when HubSpot deal is changed
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 voteHi,
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!
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[Quote Builder]: 2 way sync with Salesforce
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 votesGreetings! 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. For more information, please click the link below. Have a marvelous day!
https://www.loom.com/share/00953592658741269cbad6be60a4c121?sid=68a1361f-adaf-4fdd-8204-9d19bb8655c8
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Quote builder formatting (reorder product order in bundles)
Ability to re-order product order in bundles (like exists at the Quote builder level). Needed to do Saas style pricing tiers.
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Option to remove the tiered note/bundle descripton on the Qoute builder
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 voteAdmins/Managers can hide the upselling label for volume-based products in Quote by going to Design tab -> Volume-based pricing -> Disable "Show label" toggle.
I hope this is helpful!
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15 votes
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!
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Advanced Quotes: quarterly recurring payments
ability to set up quarterly recurring payments in Advanced Quotes
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Display item cost in a quote (Advanced Quotes)
Display cost in a quote
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Client's receive notification like emails or text messages if there's a maintenance, outages or bugs.
The client wants to receive notifications some sort when there's a maintenance, bugs and outages.
1 votePandaDoc 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
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Option to use sms verification trough Zapier or API.
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 votesHi,
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!
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Option to hide all pricing table columns except the main total
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 votesHi,
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!
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Smart content based on the products selected / used in the document
want to populate the smart content option based on the products used in the document
33 votesHi there! Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Please note that this is available for draft docs, but does not support optional or multiple choice items on the public view.
For more information, please review our Smart Content Help Center Article.
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1 vote
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!
HubSpot CRM. Mapping products to pricing tables and pricing table sections
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Disable Subtotal on Advanced Quotes
Delete the subtotals (recurring and one-time) permanently.
1 voteHi,
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!
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Option for Radio buttons on API [field tags]
Option for Radio buttons on API [field tags]
- will allow the user to use Radio buttns on API
4 votesHi,
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!
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Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account
Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account
1 voteHello,
Thank you for your feature request submitted to PandaDoc. We’re glad to let you know that the feature is available within the system. Please see this link for more information.
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