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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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521 results found

  1. 1 vote

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    0 comments  ·  Automations  ·  Admin →
  2. Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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  3. If I have 14 different documents that I need to get signed and I don't want to send them all as 1 long document. I think there should be a way to send a folder of documents (similar to a zipped folder) that can be opened and each individual document signed.

    1 vote

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  4. The customer desires the capability to synchronize the field values from a completed document to HubSpot.

    1 vote

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  5. Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.

    1 vote

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  6. 1 vote

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  7. I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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  8. Ability to use PandaDoc CPQ (advanced quotes) with PandaDoc API.

    1 vote

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    0 comments  ·  API  ·  Admin →
  9. APIs to add/edit/del Templates.

    1 vote

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    0 comments  ·  API  ·  Admin →
  10. 1 vote

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

    1 vote

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

    1 vote

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  13. Bulgarian recipient view

    1 vote

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

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
  15. 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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  16. Would be nice to have freshsales integration

    1 vote

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    0 comments  ·  Automations  ·  Admin →
  17. 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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  18. ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

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  19. 1 vote

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  20. 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

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