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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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773 results found

  1. 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 →

  2. Bulgarian Recipient View

    Bulgarian recipient view

    1 vote

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    0 comments  ·  Localization  ·  Admin →

  3. 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 →

  4. 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.

  5. Integrate with Freshsales

    Would be nice to have freshsales integration

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  6. 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 →

  7. 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 →

  8. 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 →

  9. 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. 

  10. 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.

  11. 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 →

  12. 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

  13. [Quote Builder]: Column mapping in the quote builder

    The option to set up column mapping in the quote builder - similarly to pricing table.

    1 vote

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →

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

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  15. 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.

  16. 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.

  17. 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 →

  18. 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 →

  19. Add camera facility for the 'collect files' field

    Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field

    1 vote

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  20. 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 →
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