21 results found

1. Add up multiple pricing tables to create a summary table

   The ability to have a pricing table that is a summary of the final costs. The table will show the total of all the selections made in other tables in the document.

   127 votes

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   13 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   In Development  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

   Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

   - Quote Builder

   - Quote data fields

   - Quote rules

   We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

2. 2 way sync with Monday

   2 way sync with Monday

   66 votes

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   7 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

   
   

   I'm reaching out to confirm that we are currently developing the functionality you've requested.

   I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

   
   

   During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

   
   

   I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

   Please feel free to schedule a time with me using my calendar at your convenience.

   https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your engagement and looking forward to our discussion.

   Best regards, Alex

3. Two way sync with Pipedrive

   Option for Pipedrive 2 way sync

   46 votes

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   7 comments  ·  Integrations  ·  Delete…  ·  Admin →
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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

   
   

   Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

   
   

   Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

   
   

   Cheers, Alex.

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2.… more

4. Export User List in CSV: download users of the PandaDoc account in one file

   Ability to export all the users under the account/workspaces

   36 votes

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   6 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   In Development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

5. have more than 1 signer to use Qualified electronic signature (QES)

   have more than 1 signer to use Qualified electronic signature (QES)

   A document with a qualified electronic signature can’t have more than one signer.

   https://pandadoc.zendesk.com/agent/tickets/436063

   33 votes

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   1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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   In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

6. Option to test payment on a document using Stripe (sandbox)

   Customer would like to test using Stripe (if it is possible without using their card for payment)

   28 votes

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   3 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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   In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

7. have a PandaDoc documents status show in Monday.com

   have a PandaDoc documents status show in Monday.com for a particular row based on an email address

   21 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

   
   

   I'm reaching out to confirm that we are currently developing the functionality you've requested.

   I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

   
   

   During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

   
   

   I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

   Please feel free to schedule a time with me using my calendar at your convenience.

   https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your engagement and looking forward to our discussion.

   Best regards, Alex

8. Conditional content around pricing table and new pages added

   I would also like to add extra pages to the PandaDoc document based on the products I add to the pricing table. For example, if I add a pen (1st position) then the document is automatically extended by an information page about the pen.

   16 votes

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   6 comments  ·  Automations  ·  Delete…  ·  Admin →
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   In Development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

9. Automations: Link document to Pipedrive Deal
   13 votes

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   In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

   
   

   Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

   
   

   Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

   
   

   Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

   
   

   Cheers, Alex.

   Hi Pandas,

   I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

   
   

   Here’s what we are building:

   
   

   CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

   
   

   Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

   
   

   Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

   
   

   Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

   
   

   We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

   
   

   Timeline Preview: Expect to see these functionalities rolled out in Q2.… more

10. Ability to bundle products with one-time payments and recurring payments into one batch
    10 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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    In Development  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

11. Link existing document for Monday.com Integ

    link an existing document to an item in Monday through the integration?

    9 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

    
    

    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

    
    

    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

    
    

    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6

    
    

    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

12. [Pipedrive] map document status with Deal status

    Trigger Completed Document connected to Pipedrive deal to automatically change to Won status

    8 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

    
    

    Here’s what we are building:

    
    

    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

    
    

    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

    
    

    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

    
    

    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

    
    

    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

    
    

    Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

    
    

    Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

    
    

    Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

    
    

    Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

    
    

    Cheers, Alex.

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

    
    

    Here’s what we are building:

    
    

    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

    
    

    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

    
    

    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

    
    

    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

    
    

    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

    
    

    Timeline Preview: Expect to see these functionalities rolled out in Q2.… more

13. PDF attach as files from Monday.com

    get the PDF directly to Monday and not a link

    7 votes

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    3 comments  ·  Integrations  ·  Delete…  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

    
    

    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

    
    

    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

    
    

    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6

    
    

    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

14. Rooms: option to arrange folders

    Option to arrange folders in Rooms

    6 votes

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    1 comment  ·  Rooms  ·  Delete…  ·  Admin →
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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

15. Sync changes in variable names (Monday to PandaDoc)

    Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.

    4 votes

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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

    
    

    I'm reaching out to confirm that we are currently developing the functionality you've requested.

    I would appreciate the opportunity to discuss this further to ensure we fully address your requirements.

    
    

    During our meeting, we can explore all aspects of the two-way sync you expect, including additional operations such as attaching PDFs, syncing line items that appear in multiple formats on Monday.com, updating columns, and changing statuses.

    
    

    I'll provide a preview of our timeline—expect this functionality in Q2, and yes, we're already making progress!

    Please feel free to schedule a time with me using my calendar at your convenience.

    https://calendar.app.google/pHa6Xud82oexdoyv6

    
    

    Thank you for your engagement and looking forward to our discussion.

    Best regards, Alex

16. Separate Room templates into folders

    Separate Room templates into folders

    3 votes

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    In Development  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

17. sign in just with Google only

    sign in just with Google only

    3 votes

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    In Development  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. Ability to switch between on demand and bring your own notary sessions.

    Option in notary dashboard to switch between on demand and bring your own notary sessions. Currently have to manage this via separate workspaces and emails which is challenging but needed as their users while sometimes doing BYON, also on occasion need to launch an on demand session.

    2 votes

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    0 comments  ·  Esign & Notary  ·  Delete…  ·  Admin →
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    In Development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

19. To get all documents with recipients in one query via API
    2 votes

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    In Development  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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20. Pandadoc document value in Pipedrive panel

    Show Pandadoc document value in Pipedrive panel

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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

    
    

    Here’s what we are building:

    
    

    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

    
    

    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

    
    

    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

    
    

    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

    
    

    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

    
    

    Timeline Preview: Expect to see these functionalities rolled out in Q2. We’re making significant progress!

    
    

    Early Access Program: The Early Access Program is expected to start in a month. If you’re interested in participating, just reply to this email with "Yes" — though if you’re feeling extra enthusiastic, a "Panda-power!" would make our day!

    
    

    Please feel free to book a time with me to discuss this further using my calendar: https://calendar.app.google/pHa6Xud82oexdoyv6

    
    

    Thank you for your continued support as we strive to make this integration successful. Your feedback is crucial as we aim to ensure that the final product not only meets but exceeds your expectations.

    
    

    Cheers, Alex.

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.

    
    

    Here’s what we are building:

    
    

    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.

    
    

    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.

    
    

    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.

    
    

    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.

    
    

    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.

    
    

    Timeline Preview: Expect to see these functionalities rolled out in Q2.… more