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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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713 results found

  1. 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.

  2. 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  ·  Quote Builder & Pricing table  ·  Admin →

  3. 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  ·  Quote Builder & Pricing table  ·  Admin →

  4. For recipient - Ability to view all documents in one place.

    For recipient - Ability to view all documents in one place.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  5. Disable Subtotal on Advanced Quotes

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

    1 vote

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    1 comment  ·  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, please click the link below!

    Customize footer

  6. 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 →

  7. Search for product catalog items by category

    Option to search for product catalog items by category

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) 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, please click the link below!

    https://support.pandadoc.com/en/articles/9714691-product-catalog#h_01GFNPZ5NHW6MPF677G4SN1QX7

  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 →
    Released  ·  Christopher Ragland responded

    Hello! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system.

  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 →
    Released  ·  Lindsey Schocke responded

    Hi! You can allow only drawn signature type under Settings > Workspace. You can visit the Help Center article here for more details.

  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  ·  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. 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. Setting the password protection through the API within PandaDoc

    1 vote

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    0 comments  ·  API  ·  Admin →

  18. 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 →

  19. 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 →

  20. automations with Dropbox

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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