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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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554 results found

  1. The ability to adjust the font size for the entire pricing table.

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  2. API - Create Document form Docx

    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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    2 comments  ·  Integrations  ·  Admin →

  3. Public API for Editor 2.0 to support sandbox key, share document link, embed document

    4 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →

  4. Pass Hubspot fields to PandaDoc fields on uploaded template

    4 votes

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    0 comments  ·  Integrations  ·  Admin →

  5. Spanish localization

    Localization PandaDoc in Spanish.

    4 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

  6. Products are passed from Hubspot to PandaDoc without the line item description

    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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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Victoria Solovey responded

    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.


  7. Limit Salesforce Opportunity status trigger to specific templates

    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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    0 comments  ·  Integrations  ·  Admin →

  8. Add hyperlink to products (quote builder and pricing table)

    Add hyperlinks to products (quote builder and pricing table)

    3 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →

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

    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 →

  10. Filter documents by their value

    Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  11. Automations: Pipedrive attach PDF when document completed

    I would like to attach a PDF to the Pipedrive deal if the PandaDoc document status is changed to "completed." Currently PandadDoc only allows me to attach a PDF to a Pipedrive deal if the document status is changed to "sent." All other CRM automations have the option to choose between "sent" or "completed," so I'm not sure why Pipedrive doesn't have the same automation.

    3 votes

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    0 comments  ·  Automations  ·  Admin →
    Released  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    🎉 New Pipedrive Integration is Live!

    We’ve just rolled out the updated PandaDoc integration for Pipedrive!

    You’ll now see:

    • A brand-new UI directly inside Pipedrive
    • Support for CPQ
    • Powerful Sync Rules (e.g. Attach PDF, Update deal properties, Sync Line Items)


    If something doesn’t work right away:

    Please disconnect and reconnect the integration to refresh everything:

    1. In PandaDoc, disconnect Pipedrive
    2. In Pipedrive, uninstall the PandaDoc app
    3. Reinstall it for all users and re-authenticate

    Thanks for your patience and support — we’re excited for you to try it out! 🚀

  12. Delete the items associated with the category along with the category in the Catalog

    Delete the items associated with the category alongs with the category in the Catalog

    https://pandadoc.zendesk.com/agent/tickets/525401

    3 votes

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    0 comments  ·  Admin →

  13. Pricing Table - Payments based on Milestones being met

    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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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  14. Quote builder formatting (reorder product order in bundles)

    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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    0 comments  ·  Content Editing & Design  ·  Admin →

  15. Ability to update a document's name via API

    It would be helpful to be able to utilize API to update a document's name.

    3 votes

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    0 comments  ·  API  ·  Admin →

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

    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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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  17. Ability to automatically send a document created in PandaDoc from ActiveCampaign

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  18. Ability to send multiple documents in one go

    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 →

  19. Allow multiple CRM (Hubspot) accounts to integrate to a single Enterprise Pandadoc Account.

    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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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Lindsey Schocke responded

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

  20. Disabling forwarding feature via API.

    The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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    0 comments  ·  API  ·  Admin →
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