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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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521 results found

  1. Hubspot: Sort line items to be pulled to PandaDoc pricing table

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

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

    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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    0 comments  ·  Content Editing & Design  ·  Admin →

  3. Change the document status from Declined to Draft via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Anastasiia Veremenko responded

    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.

  4. Ability to copy Pricing table from a completed document.

    Ability to copy Pricing table from a completed document.

    How to copy a pricing table competed in one template and put the content into a different template. Not duplication because my header and footer fields are different. I just need to copy body.

    1 vote

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

  5. Option to remove the tiered note/bundle descripton on the Qoute builder

    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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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  6. Disable Subtotal on Advanced Quotes

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

    1 vote

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    1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

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

    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 →

  8. Webhooks for templates: configure a webhook when a template is deleted from PandaDoc (template_deleted)

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  9. Pull currency from Hubspot

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

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  10. Change the order of the line items in the quote builder block

    1 vote

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    0 comments  ·  Admin →

  11. Populate the client engagement info from HubSpot

    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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    0 comments  ·  Integrations  ·  Admin →

  12. Require drawn signature for signers

    Option to require that a signer draw their signature, rather than being able to choose a pre-made signature.

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →

  13. Reporting based on the content of the documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  14. [Quote Builder] ability to turn off the "Buy X for $Y each" green promotions for the volume-pricing products

    1 vote

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

  15. invite new users to the account in bulk

    invite new users to the account in bulk

    1 vote

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    Released  ·  1 comment  ·  Settings, Workspaces & User Roles  ·  Admin →

  16. Allow signatures and dates to be optional

    There are times where a signature/date is not needed but other times it is. In the case of a form I'm working on where depending on the level of position we are hiring for, The president's signature is needed but for other positions it is not.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →

  17. update products in SF based on the recipient's.

    update products in SF based on the recipient's.

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  18. Advanced Reporting Access for Specific Users

    Would be better if advanced reporting feature can only be accessed by certain users/managers

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →

  19. automations with Dropbox

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  20. Option for View list feature

    • Will allow the user to be able to know who each document is waiting on in a list view without having to open each document.
    1 vote

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    1 comment  ·  Other  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! 


    We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.


    Have a wonderful day! 

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