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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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521 results found

  1. Update a field (checkbox) on the related opportunity on Salesforce when a document status changes to "Completed"

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  2. Send Slack notifications to CC'd recipients when a document is sent.

    Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  3. Folder Transfer

    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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    0 comments  ·  Documents & Data Management  ·  Admin →

  4. Sync field's values to HubSpot

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

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  5. Sync fields only from Pandadoc to SFDC and not bidirectionally

    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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    0 comments  ·  Integrations  ·  Admin →

  6. When recipient sign automatically send another document for that recipient for signatures.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

  7. Add custom roles in all workspaces at once or in bulk

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

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →

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

    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.

    APIs to add/edit/del Templates.

    1 vote

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    0 comments  ·  API  ·  Admin →

  10. Update records in SugarCRM when new documents are Signed in PandaDoc

    Update records in SugarCRM when new documents are Signed in PandaDoc

    https://pandadoc.zendesk.com/agent/tickets/604161

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  11. Product update news letter

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

    1 vote

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    0 comments  ·  Other  ·  Admin →

  12. HubSpot product text column to Pricing Table

    Customer would like to pass product text column to PT from HubSpot

    1 vote

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

  13. Bulgarian Recipient View

    Bulgarian recipient view

    1 vote

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    0 comments  ·  Localization  ·  Admin →

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

    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 clicking the 3 dots option in the right side of quote builder

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

  16. Integrate with Freshsales

    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

    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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    0 comments  ·  Integrations  ·  Admin →

  18. Advanced Quotes: quarterly recurring payments

    ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

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

  19. Display item cost in a quote (Advanced Quotes)

    Display cost in a quote

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →

  20. Client's receive notification like emails or text messages if there's a maintenance, outages or bugs.

    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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