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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    Ability to create a batch of documents on the fly while creating a document through HubSpot.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  2. Ability to have multiplier applied to product price column

    Ability to apply the multiplier to the product price column in the pricing table. This would allow for CPI and inflation increases without having to update the whole catalog. The total would then be calculated as
    MULTIPLIER (hidden column) x PRICE = PRICExMULTIPLIER (which becomes the new PRICE column). Then NEW PRICE x QUANTITY = TOTAL
    Hiding the multiplier column means that the customer will see the price + inflation without the whole catalog having to be updated.

    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!

    Quote builder block.

  3. Move templates between workspaces

    2 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →

  4. Automate document renewal with updated data in CRM

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  5. Proposal Consultancy & Design Services

    1) Assistance with proposal creation, design, and workflow (going through proposals in tandem while streamlining the sales workflow).
    2) Proposal & Template Design Services.

    2 votes

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    3 comments  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Thanks for connecting with PandaDoc! Our self-service options are available and provide guidance on utilizing PandaDoc including videos and FAQs.

    If you’d like more customized guidance or design assistance, we have several services offerings that you can view in more detail here.

    We’d love to work with you to optimize PandaDoc based on your specific business needs. 

  6. Only be able to create a document via CRM

    2 votes

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

  7. Sync Collect files field with Dropbox

    Sync Collect Files field in Dropbox

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  8. cutomize/modify catalog items in the csv file

    add spaces in a description column in csv so they will be visible in the catalog for relevant items

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  9. Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    2 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  10. Import Google contacts

    live sync with Google contacts

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  11. Ability to turn templates into content library items.

    Ability to turn templates into content library items.

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  12. Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  13. Ability to set the default font on the account level.

    Ability to set the default font on the account level.

    2 votes

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    0 comments  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    Please kindly be advised that the feature allowing to select a default theme (font) on your account level is already available within the system. Here’s a video guide on how to access the option:

    https://share.getcloudapp.com/llu6qNKe

    Many thanks for your time! Have a wonderful day!

  14. Handwritten signature instead of the regular one offered.

    Recipient should be able to create a handwritten signature instead of the regular one offered.

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

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

    Please kindly be advised that the feature allowing to apply the handwritten signature only is already available within the system. You can read more about this here.

    Many thanks for your time! Have a wonderful day! 

  15. Ability to select options from multiple pricing tables, that will regroup into one table

    2 votes

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    0 comments  ·  Automations  ·  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!

  16. Pass taxes from hubspot to PD document

    It would be great if the product taxes can be populated to the pricing table in the PandaDoc document.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  17. Option to search the documents with redlining

    It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  18. hyperlink image on the table block

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  19. Integration with HR systems

    Have HR systems integration, preferable Bambu HR

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvellous day!

    BambooHR automations.

  20. zoom - Ability to change workspaces within Zoom/PandaDoc App

    Ability to change workspaces within Zoom/PandaDoc App.
    This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
    Ex:
    New hire completing documents for HR then IT.
    CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.

    2 votes

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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