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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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521 results found

  1. When field or tokens are updated on the template it would be nice to have webhooks to know the values have changed.

    4 votes

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  2. 4 votes

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  3. Ability to create a document via the API with a docx file type instead of a PDF file type.

    4 votes

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  4. 4 votes

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  5. 4 votes

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  6. Localization PandaDoc in Spanish.

    4 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →
  7. The ability to set that the product description does not appear in the pricing table, although the description is stored in HubSpot

    4 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. 


    To achieve that, in the template pricing table, hide the Name column. Then, click on the plus sign on the right side of the pricing table and under "Add hidden", select the Name column, but not the Description column.


  8. PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.

    4 votes

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  9. Add hyperlinks to products (quote builder and pricing table)

    3 votes

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  10. Ability to edit the form text "Enter your contact information to start the signing process."

    3 votes

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    0 comments  ·  Forms  ·  Admin →
  11. 3 votes

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  12. Create a pricing table where payments are based on milestones being completed. This will be useful for companies using PandaDoc that get paid in installments based on the stage of an engagement.

    3 votes

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  13. Ability to re-order product order in bundles (like exists at the Quote builder level). Needed to do Saas style pricing tiers.

    3 votes

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  14. Option to hide all pricing table columns except the main total

    • will allow the user to hide all of the columns in the pricing table except the main totals.
    3 votes

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  15. 3 votes

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  16. Ability to send multiple documents in one go directly from the contact added in the application

    3 votes

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    0 comments  ·  Automations  ·  Admin →
  17. The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.

    3 votes

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    Released  ·  Lindsey Schocke responded

    You can connect a different HubSpot account to each workspace on your account. 

  18. 3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
  19. option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

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  20. May be it would be useful to create a "packed product or service", composed by adding single products from the catalog ? And be able to adjust the variables of each item in pricing table.

    3 votes

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