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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. 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 →

  2. APIs to add/edit/del Templates.

    APIs to add/edit/del Templates.

    1 vote

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    0 comments  ·  API  ·  Admin →

  3. 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 →

  4. Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    Ability for the internal team members to view product bundle details if they're hidden for the recipients.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  5. 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 →

  6. 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  ·  Quote Builder & Pricing table  ·  Admin →

  7. Product bundle: SKU

    Option to see the SKU of the bundle products in the bundle itself

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

  8. Bulgarian Recipient View

    Bulgarian recipient view

    1 vote

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    0 comments  ·  Localization  ·  Admin →

  9. 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 →

  10. 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  ·  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.

  11. Integrate with Freshsales

    Would be nice to have freshsales integration

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  12. 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 →

  13. SSO interface

    Client is requesting that we create an interface to help clients configure their SSO

    1 vote

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    1 comment  ·  Security & Compliance  ·  Admin →

  14. Download 2 separate PDFs

    I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  15. Advanced Quotes: quarterly recurring payments

    ability to set up quarterly recurring payments in Advanced Quotes

    1 vote

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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. 

  16. 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 →
    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.

  17. Ability to turn off reminder even the document was already sent.

    Ability to turn off reminder even the document was already sent.

    1 vote

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

  18. 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

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

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  20. 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 →
    Released  ·  Christopher Ragland responded

    Hello, 

    Thank you for your feature request submitted to PandaDoc. We’re glad to let you know that the feature is available within the system. Please see this link for more information.

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