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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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773 results found

  1. Identify Recurring charges in Catalog Import CSV

    Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.

    18 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) 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 link below!

    https://support.pandadoc.com/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV

  2. Change Document Location / Folder Inside the Document

    Ability to change the file location inside the document without leaving the document.
    Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

    18 votes

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    5 comments  ·  Documents & Data Management  ·  Admin →

  3. Make the next button more clear when completing fields and signing the document

    Make the next button more clear when completing fields and signing the document

    18 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    18 votes

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    2 comments  ·  Documents & Data Management  ·  Admin →

  5. saving documents in google drive from PandaDoc

    To have the ability to save documents in google drive from PandaDoc

    18 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →

  6. Text formatting for catalog

    At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.

    18 votes

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    2 comments  ·  Fillable Fields & Variables  ·  Admin →

  7. API: Create Document Link for Editor 2.0 documents

    Create Document Link for Editor 2.0 documents in API
    https://developers.pandadoc.com/reference#link-to-a-document

    18 votes

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    Released  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →

  8. [Hubspot] Pull the property field label data instead of the internal value from HubSpot to PandaDoc

    Currently, only the internal value is being pushed to tokens, not the labels. Due to the fact that HubSpot restricts editing internal value on the already created fields, and in case of the content mismatches between the two, the wrong data might be pushed to PandaDoc.

    18 votes

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    2 comments  ·  Integrations - HubSpot  ·  Admin →

  9. Recipient: Signature field options

    • Add the ability to set different from black signature color.
    18 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  10. Document Expiration Date token

    A predefined token for "Document Expiration Date

    18 votes

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    Released  ·  4 comments  ·  Fillable Fields & Variables  ·  Admin →

  11. Two way sync with HubSpot

    Option for 2 way sync with HubSpot

    17 votes

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    3 comments  ·  Integrations  ·  Admin →

  12. Option to see the users who deleted a document / template

    A panel where customers can see which documents were deleted, and by whom and when.

    17 votes

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    3 comments  ·  Documents & Data Management  ·  Admin →

  13. 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.

    17 votes

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    6 comments  ·  Automations  ·  Admin →

  14. Phone number verification

    A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    17 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.

    Have a wonderful day!

  15. Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy

    After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

    17 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  16. Volume-Based Pricing in Catalog Upload/Download

    Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

    With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

    16 votes

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    2 comments  ·  Usability Improvements  ·  Admin →

  17. allow to reshuffle docs in bundles

    right now there is no way to reshuffle documents in bundles (make the third to be the second etc)

    16 votes

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    3 comments  ·  Content Editing & Design  ·  Admin →

  18. Forms Compatibility with Zapier

    Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →

  19. Pricing table currency based on Salesforce opportunity

    Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    16 votes

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    5 comments  ·  Integrations  ·  Admin →

  20. Ability to Search HubSpot deals to link to

    Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    16 votes

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    2 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.

    Many thanks for your time! Have a wonderful day! 

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

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