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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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521 results found

  1. Recurring fees pull from Hubspot.

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
  2. 9 votes

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    Released  ·  1 comment  ·  Admin →
  3. 8 votes

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  4. 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. 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

    8 votes

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    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. 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. 8 votes

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    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. 8 votes

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    Released  ·  0 comments  ·  Admin →
  10. Adding multiple Content Library items at once to the document

    8 votes

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    Released  ·  0 comments  ·  Admin →
  11. 8 votes

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  12. Variables for the quote builder

    7 votes

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

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  14. 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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    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

  15. 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 →
  16. 7 votes

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    1 comment  ·  Payments  ·  Admin →
  17. 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 →
  18. Microsoft 365 integration

    7 votes

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    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

  19. 7 votes

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