Skip to content

Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • 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

Categories

(thinking…)

How can we improve PandaDoc?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

527 results found

  1. 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 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  2. Use decimal comma in product catalog instead of a dot

    Use decimal comma in product catalog

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    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. Integrate with Freshsales

    Would be nice to have freshsales integration

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Automations  ·  Admin →

  4. 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 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  5. 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 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Admin →

  6. 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 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Integrations  ·  Admin →

  7. [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 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  8. 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 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Content Editing & Design  ·  Admin →

  9. 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 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  10. Option to set up recipient authentication via API

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  API  ·  Admin →

  11. Advanced Quotes: quarterly recurring payments

    ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  12. Display item cost in a quote (Advanced Quotes)

    Display cost in a quote

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Content Editing & Design  ·  Admin →

  13. 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 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    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. 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 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  API  ·  Admin →

  15. 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 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  16. 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 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  17. Hubspot: Sort line items to be pulled to PandaDoc pricing table

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Integrations  ·  Admin →

  18. Disable Subtotal on Advanced Quotes

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

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  19. 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 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Integrations  ·  Admin →

  20. 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

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

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Content Editing & Design  ·  Admin →
1 2 3 5 7 … 26 27
  • Don't see your idea?