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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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566 results found

  1. 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

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    2 comments  ·  Integrations  ·  Admin →

  2. 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

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    0 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Christopher Ragland responded

    Hello, 


    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.

  3. Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →

  4. Installments: Choose a Date instead of an Interval for Payment Due

    Set due dates for payments

    7 votes

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    1 comment  ·  Quote to Cash  ·  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, please click the links below!

    Installments 


  5. Stop Quote Builder from Floating to the top when adding a Row

    Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  6. Set recipient view language in API call

    10 votes

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    0 comments  ·  API  ·  Admin →

  7. webp format for Catalog images

    supported webp format for Catalog images import

    2 votes

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    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. Now you can import images in webp format in Catalog via CSV. Have a marvelous day!

  8. Change the document status from Declined to Draft via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Anastasiia Veremenko responded

    Hi,

    Thank you for taking the time to leave your request. Great news!

    We have released this feature!

    Here is the documentation for the new endpoint


    Looking forward to hearing your thoughts on this new addition to our API.

  9. use dropdowns as tokens (hubspot)

    to be able to use dropdowns as tokens in hubspot integration

    5 votes

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    0 comments  ·  Integrations  ·  Admin →

  10. Ability to copy Pricing table from a completed document.

    Ability to copy Pricing table from a completed document.

    How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  11. Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    Edit Product pricing inside the Edit Quote option in Quote Builder block if the price is not provided or fixed in Catalog

    4 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  12. Get audit trail details via api (Recipient Status via API)

    ability to get audit trail details via api including recipient status

    23 votes

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    6 comments  ·  API  ·  Admin →

  13. Replace signer without editing the document

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  14. Option to remove the description from the pricing table

    Option to remove the description from the pricing table

    • Option to remove the description from the Product name column
    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  15. Edit bundled products within Quote builder

    I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.

    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. 

  16. Create product bundles within Quote builder

    Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  17. Send documents using a different email via API / Send on behalf via API / Set document sender via API

    5 votes

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    0 comments  ·  API  ·  Admin →

  18. Remove: "Join panda doc today" notification for the signer after completing signing a document.

    I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  19. Admin Panel: Roles - Show which workspaces utilize the Custom Roles

    Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role

    2 votes

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

  20. Download a csv of all Form responses at once

    Download a csv of all Form responses at once

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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