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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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763 results found

  1. Sync fields only from Pandadoc to SFDC and not bidirectionally

    Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  2. When recipient sign automatically send another document for that recipient for signatures.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →

  3. Add custom roles in all workspaces at once or in bulk

    I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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

  4. 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 →

  5. APIs to add/edit/del Templates.

    APIs to add/edit/del Templates.

    1 vote

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    0 comments  ·  API  ·  Admin →

  6. 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 →

  7. 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 →

  8. 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 →

  9. Download documents directly to Google Drive

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  10. 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 →

  11. 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 →

  12. Bulgarian Recipient View

    Bulgarian recipient view

    1 vote

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    0 comments  ·  Localization  ·  Admin →

  13. 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 →

  14. 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.

  15. Integrate with Freshsales

    Would be nice to have freshsales integration

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  16. 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 →

  17. 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 →

  18. 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 →

  19. 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. 

  20. 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.

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