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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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521 results found

  1. Pass Recurring fees from Hubspot to PandaDoc

    Recurring fees pull from Hubspot.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →

  2. French localization on EV2

    9 votes

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    Released  ·  1 comment  ·  Admin →

  3. Ability to download a copy of a document with suggested edits showing before approving or rejecting the edits.

    8 votes

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    3 comments  ·  Admin →

  4. Allow specifying document sender email for API

    A feature that would allow setting the document sender email for API, instead of our system automatically using the email of the person who generated the API key despite set document owner.

    8 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  5. Update document using API

    Can update some field using api

    8 votes

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    1 comment  ·  Integrations  ·  Admin →

  6. variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    variable order EV2 same as in EV1: not alphabetic, same order as you can see variables in documents

    8 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) 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 allowing to order variables in your document according to how they presented in a document has been released. Please see the file attached for more info.

    Have a wonderful day!

  7. Direct integration with Greenhouse

    Customers would like to have ability to integrate with their HR tools like Greenhouse

    8 votes

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    1 comment  ·  Integrations  ·  Admin →

  8. The ability to separate the payment per one document into multiple installments

    8 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We're taking payment collection to the next level, offering the possibility to split a payment in two parts. Previously, you had to leave PandaDoc to collect the second installment on your own. With Installments, you can:


    • Split payments into two parts (deposit + remainder)
    • Choose a payment period for the second installment (15, 30, 45, 60 or 90 days after the first payment)
    • Provide recipients with a complete schedule of installments
    • Automatically send reminders before due date


    Check this article to know more about Installments.


    If you need to split payments into more than two installments, make sure to up-vote this idea and leave a comment with your specific installment use case: Installments | Split payments on a document into more than 2 payments

  9. Download as Word File

    8 votes

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    Released  ·  0 comments  ·  Admin →

  10. Adding multiple Content Library items at once

    Adding multiple Content Library items at once to the document

    8 votes

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    Released  ·  0 comments  ·  Admin →

  11. Ability to manually change document status via API

    8 votes

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    0 comments  ·  Integrations  ·  Admin →

  12. Variables for the quote builder

    Variables for the quote builder

    7 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
    Released  ·  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 data fields

    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.


  13. Quote Builder - Multiple choice in Quote sections

    Add the ability to enable a recipient to select just 1 option within multiple options within a quote section

    7 votes

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    Released  ·  3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  14. Option to hide the Subtotal and Total lines below the Quote Builder

    • Will allow the user to hide the Sub total and the Total same as on the pricing table.
    7 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  15. auto reminder on sent documents

    Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!

    7 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders, adjust reminders even after the document is sent, as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  16. Option to hide the volume-based pricing message

    option to hide the volume-based pricing message

    for example: BUY 2 FOR $50.00 EACH

    7 votes

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    1 comment  ·  Admin →

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

    Set due dates for payments

    7 votes

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    1 comment  ·  Payments  ·  Admin →

  18. Create signing link via API

    Seemingly it is not possible to generate signing links via the API. This should be a feature

    7 votes

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    1 comment  ·  Integrations  ·  Admin →

  19. Microsoft 365

    Microsoft 365 integration

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior 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://appsource.microsoft.com/en-cy/product/dynamics-365/pandadoc.3d108c35-df01-46d9-9237-8cb09b7a71e5?tab=Overview


    https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide

  20. Download attachments via API

    7 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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