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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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554 results found

  1. Map Number Sequence in Document Title

    Map the sequence number in document title

    2 votes

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    0 comments  ·  Other  ·  Admin →

  2. 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  ·  Quote to Cash  ·  Admin →

  3. 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 →

  4. Create folders via API

    Option to create folders via API

    2 votes

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    1 comment  ·  API  ·  Admin →

  5. [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 →

  6. (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  ·  Quote Builder & Pricing table  ·  Admin →

  7. 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  ·  Quote Builder & Pricing table  ·  Admin →

  8. 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 →

  9. Email body customization while creating/sending documents via API

    The option to edit, customize and adjust the body of the email message when creating and sending documents via API.

    2 votes

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    0 comments  ·  API  ·  Admin →

  10. [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  ·  Quote Builder & Pricing table  ·  Admin →

  11. 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 →

  12. 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  ·  Quote Builder & Pricing table  ·  Admin →

  13. 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!

  14. Replace signer without editing the document

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  15. 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  ·  Quote Builder & Pricing table  ·  Admin →

  16. 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 →

  17. 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 →

  18. 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 →

  19. 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 →

  20. 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 →
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