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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. recipient cannot see or unlock the license before signing up or filling out the form

    A lock feature of text or message. We need to issue digital license which is very confidential and sensitive information. the recipient cannot see or unlock the license before signing up or filling out the form

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  2. Set HubSpot property value based on selection in PandaDoc document

    In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
    For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  3. Approval workflow in order

    Customer would like to set an approver workflow in order

    2 votes

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    0 comments  ·  Approvals  ·  Admin →

  4. change the HubSpot deal status when the document is approved

    change the HubSpot deal status when the document is approved

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  5. pass information from PandaDoc to HubSpot

    Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  6. Map Number Sequence in Document Title

    Map the sequence number in document title

    2 votes

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    0 comments  ·  Other  ·  Admin →

  7. Add option to send a reminder on a document in "Waiting for payment" status.

    Add option to send a reminder on a document in "Waiting for payment" status.

    2 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  8. Including Bundle Item Prices in Quote Builder Subtotal

    The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.

    2 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →

  9. transfer signer to another link after document completion

    THe functionality to transfer signers of a form/document to another web page after document completion.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  10. Ability to filter documents per signer company name

    Ability to filter documents per signer company name

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →

  11. Create folders via API

    Option to create folders via API

    2 votes

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    1 comment  ·  API  ·  Admin →

  12. [Greenhouse] Take Hiring manager contact information from the Offer object

    Take Hiring manager contact information from the Offer object (for now only Candidate is available).

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  13. (On Quote Builder) Keep terms from being modified after edit

    Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  14. Add options to "you'll save" row in the Quote Builder

    I would like to indicate for the recipient how much they will save per year or quarterly, not only per month

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  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. For more information about Quote Builder, please click the link below!

    Add and set up quote builder.

  15. document ellipsis option in Home tab should be similar to the Document tab's

    document ellipsis option in the Home tab should be similar to the Document tab's, not just having a delete option but duplicate, rename, change status etc.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →

  16. Update deal amount property in hubspot when quote builder is edited

    Map any edits made within a quote builder back to hubspot, amount and cost monthly properties

    2 votes

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    0 comments  ·  Automations  ·  Admin →

  17. Email body customization while creating/sending documents via API

    The option to edit, customize and adjust the body of the email message when creating and sending documents via API.

    2 votes

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    0 comments  ·  API  ·  Admin →

  18. [Quote Builder] Stack items in 1 horizontal line formation only

    stack items in 1 horizontal line formation only

    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  19. Ability to scan document from mobile app

    It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.

    2 votes

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    2 comments  ·  Content Editing & Design  ·  Admin →

  20. PandaDoc automatically update Hubspot with the Deal Value based on the amounts on the proposal

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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