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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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510 results found

  1. Customer would like to subscribe to news letter of any Product updates

    1 vote

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    0 comments  ·  Other  ·  Admin →
  2. Customer would like to pass product text column to PT from HubSpot

    1 vote

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  3. Bulgarian recipient view

    1 vote

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  4. Ability to set up an alternative line item description from HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
  5. Ability to change prices on product window without click the 3 dots option in the right side of quote builder

    1 vote

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  6. Would be nice to have freshsales integration

    1 vote

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    0 comments  ·  Automations  ·  Admin →
  7. Update the description when HubSpot deal is changed

    For now, you can only update the following product information if it was changed on HubSpot side: quantity, unit price, and unit discount, so it's expected that the description is not updated

    1 vote

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  8. ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

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  9. 1 vote

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  10. The client wants to receive notifications some sort when there's a maintenance, bugs and outages.

    1 vote

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

    PandaDoc has a status page that provides updates when we have maintenance or outages. You can subscribe via text message, email, and Slack notification to get incident updates and maintenance status messages. 


    You can find it here: https://status.pandadoc.com

  11. 1 vote

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  12. Do not offer to create account once the document is completed by the recipient who does not have PandaDoc account

    https://pandadoc.zendesk.com/agent/tickets/519352

    1 vote

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  13. 1 vote

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    Hi,

    Thank you for taking the time to leave your request. Great news!

    We have released this feature!

    Here is the documentation for the new endpoint


    Looking forward to hearing your thoughts on this new addition to our API.

  14. Option to remove the bundle descripton on the Qoute builder

    allow the user to remove the tierednote/pricing descripton once volume pricing is chosen

    1 vote

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  15. Delete the subtotals (recurring and one-time) permanently.

    1 vote

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  16. Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
  17. 1 vote

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  18. Pull currency from Hubspot (EUR, USD etc) and adjust doc value accordingly

    1 vote

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  19. 1 vote

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  20. we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.

    https://pandadoc.zendesk.com/agent/tickets/469208

    1 vote

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