3784 results found
-
Instalments: ability to set a flat installment amount
Ability to set a flat installment amount instead of percentages
9 votes -
4 votes
-
Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
5 votes -
Salesforce: sync subtotal from PandaDoc to opportunity
I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.
4 votes -
"Contact for Pricing" Option in Pricing Tables
Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.
4 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
Zendesk Support Automation: If there's a new ticket submitted then it will create a document
Zendesk Automation: Create a document once there's a new ticket submitted. The data from the ticket will be transferred to the PandaDoc Document
2 votesHi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
-
2 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!
-
2 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
-
Automate HubSpot Specific Property Updates Based on Pandadoc Template Status
Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.
Detailed Description:
Trigger Event:
When a PandaDoc document, created using a designated template, reaches a "completed" status.
Action in HubSpot:Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
Workflow Activation:The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending…
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!
Update Deal properties in HubSpot when PandaDoc document status changed
-
Send reminder via text and email
The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.
12 votes -
[Quote Builder]: Summary of all Quote builders
Have 1 quote builder per page then the final page has the summary quote of all of them
5 votes -
[Bulk Send] Send more than 1000 documents in one hour.
Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.
3 votes -
Customize wording in quote builder (Select/Selected) , single/multiple item selection
The possibility to customize the wording when selecting the single-item or multiple-item option in the quote builder. Replacing "Select/Selected" by something else.
That way the sender can let the recipient know what their "Suggestion" is etc.5 votes -
Password-protect Workspaces
The option to enable password for a workspace.
4 votes -
The option for an "Approver" in the approval workflow to reassign their approval to someone else
The option for an "Approver" in the approval workflow to reassign their approval to someone else
5 votes -
Include document status as a standard filter for document repository reporting
Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.
3 votes -
8 votes
-
Simplify Document Creation and Sending Process
Reduce the number of steps required to create and send a document to streamline the workflow.
4 votes -
Create a record in Salesforce when document is completed
The ability to create records in Salesforce when a document status changes
4 votes -
Ability to set conditional rules for fields assigned to different roles
Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial
3 votes
