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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Create product bundles within Quote builder

    Now we need to preset the bundles in the catalog. I want my sales reps to create bundles while they are drafting a quote.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  2. Remove: "Join panda doc today" notification for the signer after completing signing a document.

    I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  3. Admin Panel: Roles - Show which workspaces utilize the Custom Roles

    Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role

    2 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

  4. The option to have the status of a deal changed in Fresh CRM once a document changes its status

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  5. Bulk send feature for forms similar to the feature for the documents.

    Bulk send feature for forms similar to the feature for the documents.

    2 votes

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    0 comments  ·  Forms  ·  Admin →

  6. zoom functionality to the embedded iframe

    • Will allow the user to use zoom functions in embedded IFrame
    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  7. [QuoteBuilder <> Stripe] create items with recurring charges that will automatically stop.

    To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  8. Send a pdf of a completed document to approvers

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

  9. Checklist for Completed Items

    Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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    0 comments  ·  Forms  ·  Admin →

  10. Pass cost with Hubspot product mapping

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  11. 'decline services' zero out the total in the whole price table

    able to have a line item in a price table section such as 'decline services' zero out the total in the whole price table.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Provision Workspaces via API

    Create and delete workspaces via API. Ability to programmatically manage workspaces will allow for automation of onboarding new teams

    2 votes

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    0 comments  ·  API  ·  Admin →

  13. Display products in a pricing table in the order as they are on the deal when they’ve been re-ordered in Pipedrive

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. Use text within SKU Catalog field to type words, not just numbers

    Be able to add letters in the Pricing column of the catalog.

    2 votes

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    Released  ·  0 comments  ·  Admin →

  15. Open Document button

    In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →

  16. Overset Text & Flow Features Similar to InDesign

    I believe it would be useful to have overset text flow into the next textbox, in a similar fashion to InDesign. In this way, on a multi-page document, if an individual needs to make major edits to the text, they will not also have to manually update the formatting on every page thereafter. See attached gif for an example of this overset text flow in action. Happy to provide more info if needed!

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  17. Ability to move document pages

    Ability to move document pages.

    • Will allow the user to move pages inside the document.
    • This feature will allow them to place a specific pages on there prefered location.
    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  18. The option to set up conditional validation of documents

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  19. Change the owner of the document, who receives notifications for edits/suggestions

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  20. Pull custom fields into the Quote builder

    Pull custom fields into the Quote builder

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  Valeryia Baranava 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!

    Custom product fields

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