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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. Placeholder for a field : Ev2

    Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  2. Pass Hubspot fields to PandaDoc fields on uploaded template

    4 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. Spanish localization

    Localization PandaDoc in Spanish.

    4 votes

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    Released  ·  0 comments  ·  Localization  ·  Admin →

  4. 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.

  5. EV2. Border and footer header on all sides

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  6. 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 →

  7. System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)

    System for Cross-domain Identity Management (SCIM) via Entra ID (formerly Azure)

    3 votes

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    0 comments  ·  Security & Compliance  ·  Admin →

  8. Download option in the home dashboard

    Make the download option available on the Home dashboard.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  9. API - Link PandaDoc Document to Salesforce Opportunity

    Ability to Link PandaDoc Document to Salesforce Opportunity via API

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  10. Option to disable payment reminders

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →

  11. 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 →

  12. 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 →

  13. 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 →

  14. Quote builder block: change currency after adding the products

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  15. Enhanced CSV capabilities for bundle and product options updates on Catalog

    Improve CSV capabilities for bundle support and product options and currencies to support in complex catalog updates

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  16. Ability to track multiple payments on one contract.

    Ability to track multiple payments on one contract.

    3 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  17. 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! 🚀

  18. 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 →

  19. Allow folder structure within Content Library to better organize items

    When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
    https://share.getcloudapp.com/wbuD5zZJ

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  20. 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 →
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