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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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402 results found

  1. Admin access to audit logs for accounts showing user activity in the workspace

    4 votes

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  2. The customer desires the capability to synchronize the field values from a completed document to HubSpot.

    1 vote

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  3. The ability to add fields on footer such as text field or signature fields.

    5 votes

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  4. 7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  5. Customer would like to subscribe to news letter of any Product updates

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. Customer would like to pass product text column to PT from HubSpot

    1 vote

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  7. Bulgarian recipient view

    1 vote

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  8. Ability to set up an alternative line item description from HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  9. Take Hiring manager contact information from the Offer object (for now only Candidate is available).

    2 votes

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  10. Option for 2 way sync with HubSpot

    17 votes

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  11. We would like our recipient to choose one ONE item from all the optional items in the Quote Builder or a pricing table

    4 votes

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  12. Ability to change prices on product window without click the 3 dots option in the right side of quote builder

    1 vote

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  13. 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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  14. 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 →
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  15. Would be nice to have freshsales integration

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  16. For now, we support only updating the existing line items (that are being passed from Hubspot). It would be great to to support creating line items (create a doc with no products at all > add products in PD > send/complete the doc > make products appear under Hubspot line items).

    4 votes

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    1 comment  ·  Automations  ·  Admin →
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  17. 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

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  18. ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

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  19. 1 vote

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  20. 2 votes

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