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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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773 results found

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

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  2. 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 →

  3. 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 →

  4. 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  ·  Alessio Ragni 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! 🚀

  5. 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 →

  6. 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 →

  7. 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 →

  8. Ability to send documents from PandaDoc directly to Box

    Send documents from PandaDoc to Box

    3 votes

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    0 comments  ·  Other  ·  Admin →

  9. Ability to set up a deadline for payment or payment reminder.

    Ability to set up a deadline for payment or payment reminder.

    3 votes

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

  10. Quote builder formatting (reorder product order in bundles)

    Ability to re-order product order in bundles (like exists at the Quote builder level). Needed to do Saas style pricing tiers.

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  11. Ability to update a document's name via API

    It would be helpful to be able to utilize API to update a document's name.

    3 votes

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    0 comments  ·  API  ·  Admin →

  12. Show list of all contacts in the document when typing a recipient

    I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.

    3 votes

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    1 comment  ·  Content Editing & Design  ·  Admin →

  13. Option to hide all pricing table columns except the main total

    Option to hide all pricing table columns except the main total

    • will allow the user to hide all of the columns in the pricing table except the main totals.
    3 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  14. [HubSpot CRM] Searchable and selectable tokens on the PandaDoc side

    An option to search and select tokens from HubSpot CRM on the PandaDoc side

    3 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  15. Ability to automatically send a document created in PandaDoc from ActiveCampaign

    3 votes

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    0 comments  ·  Integrations  ·  Admin →

  16. ability to edit margin

    ability to edit margin

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  17. Ability to send multiple documents in one go

    Ability to send multiple documents in one go directly from the contact added in the application

    3 votes

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    0 comments  ·  Automations  ·  Admin →

  18. Allow multiple CRM (Hubspot) accounts to integrate to a single Enterprise Pandadoc Account.

    The premise is laid by your 'multiple workspace' feature. These workspaces have their own branding and identity. It just makes sense to allow multiple CRM accounts to connect to a single pandadoc account with multiple workspaces. Maybe limit the connections to 3.

    3 votes

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

    You can connect a different HubSpot account to each workspace on your account. 

  19. Disabling forwarding feature via API.

    The ability to disable the forwarding feature via API for all the existing documents and all to come.

    3 votes

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    0 comments  ·  API  ·  Admin →

  20. Retain the date format when syncing from Salesforce. The date format we use is DD/MM/YYYY, but pandaDoc displays as YYYY/MM/DD

    3 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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