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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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572 results found

  1. Show the description when adding a catalogue item to the pricing table.

    Show the description when adding a catalogue item to the pricing table.

    As per the customer's experience :"I make product catalogue description a permanent fixed visible field. When I am viewing it in the catalogue or when I am trying to add a product to the pricing table. i can't see it unless i click on the product in the catalogue itself"

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  2. Add Webhooks for Templates

    Add Webhooks for Templates, following the existing pattern for Documents.
    Events:
    Create
    Update | following version history
    Delete
    Usage

    5 votes

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    1 comment  ·  Integrations  ·  Admin →

  3. Quote Builder - Multiple choice in Quote sections

    Add the ability to enable a recipient to select just 1 option within multiple options within a quote section

    7 votes

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    Released  ·  3 comments  ·  Quote Builder & Pricing table  ·  Admin →

  4. HubSpot product text column to Pricing Table

    Customer would like to pass product text column to PT from HubSpot

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  5. Bulgarian Recipient View

    Bulgarian recipient view

    1 vote

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    0 comments  ·  Localization  ·  Admin →

  6. Auto-insert recipient information as document title

    option to use recipient information such as first and last name as document title

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  7. (On Quote Builder) Keep terms from being modified after edit

    Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  8. SMS Verification for API Created Docs

    Be able to add SMS verification to docs created via API.

    32 votes

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    4 comments  ·  Documents & Data Management  ·  Admin →

  9. Automations: Pipedrive attach PDF when document completed

    I would like to attach a PDF to the Pipedrive deal if the PandaDoc document status is changed to "completed." Currently PandadDoc only allows me to attach a PDF to a Pipedrive deal if the document status is changed to "sent." All other CRM automations have the option to choose between "sent" or "completed," so I'm not sure why Pipedrive doesn't have the same automation.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)

    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

  10. Add options to "you'll save" row in the Quote Builder

    I would like to indicate for the recipient how much they will save per year or quarterly, not only per month

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  Valeryia Baranava 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 about Quote Builder, please click the link below!

    Add and set up quote builder.

  11. document ellipsis option in Home tab should be similar to the Document tab's

    document ellipsis option in the Home tab should be similar to the Document tab's, not just having a delete option but duplicate, rename, change status etc.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  12. Update deal amount property in hubspot when quote builder is edited

    Map any edits made within a quote builder back to hubspot, amount and cost monthly properties

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  13. Email body customization while creating/sending documents via API

    The option to edit, customize and adjust the body of the email message when creating and sending documents via API.

    2 votes

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    0 comments  ·  API  ·  Admin →

  14. [Bulk action] Add users in bulk to a workspace & Maintain their level of access (admin) etc.

    Would love to be able to have users that automatically have access to new workspaces or to bulk add users to different workspaces and maintain their user level (admin) across all workspaces if desired.

    5 votes

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

  15. Option to hide unfilled / unpopulated variables during printing or sending the document

    Option to hide unfilled / unpopulated variables during printing or sending the document

    • Will allow the user to hide variables during or before printing the document
    31 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  16. Delete the items associated with the category along with the category in the Catalog

    Delete the items associated with the category alongs with the category in the Catalog

    https://pandadoc.zendesk.com/agent/tickets/525401

    3 votes

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    0 comments  ·  Admin →

  17. [Quote Builder] Stack items in 1 horizontal line formation only

    stack items in 1 horizontal line formation only

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  18. Have the option to change the document status manually from the Dashboard / Home.

    Have the option to change the document status manually from the Dashboard / Home.

    12 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  19. SSO interface

    Client is requesting that we create an interface to help clients configure their SSO

    1 vote

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    1 comment  ·  Security & Compliance  ·  Admin →

  20. Customizable options for field validation

    Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

    I have a tax field and I want to avoid input errors.

    Ex.:122649975TQ0001

    6 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →
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