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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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536 results found

  1. 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  ·  Quote Builder & Pricing table  ·  Admin →

  2. 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  ·  Quote Builder & Pricing table  ·  Admin →

  3. 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

  4. 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 →

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

    Set due dates for payments

    7 votes

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    1 comment  ·  Quote to Cash  ·  Admin →

  6. 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 →

  7. 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

  8. Download attachments via API

    7 votes

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

  9. Pass discounts from HubSpot in percentage

    7 votes

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    0 comments  ·  Integrations  ·  Admin →

  10. redlining summary of changes

    redlining summary of changes

    7 votes

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    0 comments  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


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


    We’re happy to let you know that the feature allowing to track suggestions

    in your PandaDoc documents is already available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation


    We are grateful for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  11. Ability to change the color of bullet points Editor 2.0.

    7 votes

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    0 comments  ·  Other  ·  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 is available within the system. Please see the file attached for more information.

    Have a wonderful day!

  12. 2-Way Sync for Opportunity products in Salesforce Ev2

    7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  13. Link document from PandaDoc to Salesforce: search opportunity by ID

    Currently, when you link a document from PandaDoc side to Salesforce, you can search the Opportunity by name and link the document.
    Needs to have an option to search the Opportunity by ID and link it to the Salesforce. This will help to eliminate the possibility of linking the document to the wrong SFDC opportunity in case of similar naming.

    6 votes

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    0 comments  ·  Integrations  ·  Admin →

  14. Auto-insert recipient information as document title

    option to use recipient information such as first and last name as document title

    6 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  15. Customizable options for field validation

    Offer customizable options for field validation such as: 16 characters or being able to enter a regex.

    I have a tax field and I want to avoid input errors.

    Ex.:122649975TQ0001

    6 votes

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    1 comment  ·  Fillable Fields & Variables  ·  Admin →

  16. [Quote Builder]: 2 way sync with Salesforce

    2 way sync option for salesforce via qoute builder. this will allow to update the items in the salesforce once updated in the qoute builder.

    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  17. Option to remove the description from the pricing table

    Option to remove the description from the pricing table

    • Option to remove the description from the Product name column
    6 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  18. Contract negotiations (native redlining) in draft mode for internal use case.

    Contract negotiations (native redlining) in draft mode for internal use case.

    6 votes

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    1 comment  ·  Admin →

  19. send a PandaDoc to a phone number rather than email

    Account has recipients that do not have an email address

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  20. Validate credit card details

    6 votes

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    0 comments  ·  Integrations  ·  Admin →
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