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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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510 results found

  1. Adding Laos (KIP) currency in pricing table

    adding Laos (KIP) currency in pricing table

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  2. recipient cannot see or unlock the license before signing up or filling out the form

    A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  3. Set HubSpot property value based on selection in PandaDoc document

    In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
    For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  4. Approval workflow in order

    Customer would like to set an approver workflow in order

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

  5. change the HubSpot deal status when the document is approved

    change the HubSpot deal status when the document is approved

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  6. pass information from PandaDoc to HubSpot

    Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  7. Map Number Sequence in Document Title

    Map the sequence number in document title

    2 votes

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    0 comments  ·  Other  ·  Admin →

  8. Add option to send a reminder on a document in "Waiting for payment" status.

    Add option to send a reminder on a document in "Waiting for payment" status.

    2 votes

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    0 comments  ·  Payments  ·  Admin →

  9. transfer signer to another link after document completion

    THe functionality to transfer signers of a form/document to another web page after document completion.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  10. [Greenhouse] Take Hiring manager contact information from the Offer object

    Take Hiring manager contact information from the Offer object (for now only Candidate is available).

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. (On Quote Builder) Keep terms from being modified after edit

    Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  12. Add options to "you'll save" row in the Quote Builder

    I would like to indicate for the recipient how much they will save per year or quarterly, not only per month

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  13. Update deal amount property in hubspot when quote builder is edited

    Map any edits made within a quote builder back to hubspot, amount and cost monthly properties

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  14. [Quote Builder] Stack items in 1 horizontal line formation only

    stack items in 1 horizontal line formation only

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminAnastasia Koshko (Admin, 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://support.pandadoc.com/hc/en-us/articles/16969396083607-Quote-builder-block-Design-options#h_01HWZ1BX4TKQ38HZ3VPSS6RDWC]

  15. PandaDoc automatically update Hubspot with the Deal Value based on the amounts on the proposal

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  16. Stop Quote Builder from Floating to the top when adding a Row

    Stop the Quote Builder from floating to the top of the Quote when adding a row at the bottom of a quote.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  17. webp format for Catalog images

    supported webp format for Catalog images import

    2 votes

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    0 comments  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Now you can import images in webp format in Catalog via CSV. Have a marvelous day!

  18. Replace signer without editing the document

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  19. Edit bundled products within Quote builder

    I need to set up product bundles in a quote, not a catalog. We need to pick products from the catalog, specify the quantity and bundle them within Quotebuilder.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  20. 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  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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