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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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773 results found

  1. 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

  2. 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 →

  3. 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

  4. 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 →

  5. 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 →

  6. 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.

  7. [HubSpot] Trigger that will update Deal with data from the completed PandaDoc form/document.

    1 vote

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    0 comments  ·  Integrations - HubSpot  ·  Admin →

  8. 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 →

  9. 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.

  10. Reporting based on the content of the documents

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Admin →

  11. [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.

  12. API: GET List Members for the organization

    Option to retrieve the list of all members in the organization

    1 vote

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    0 comments  ·  API  ·  Admin →

  13. 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 →

  14. 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 →

  15. Setting the password protection through the API within PandaDoc

    1 vote

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    0 comments  ·  API  ·  Admin →

  16. 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 →

  17. 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 →

  18. automations with Dropbox

    1 vote

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    0 comments  ·  Automations  ·  Admin →

  19. Option for View list feature

    • Will allow the user to be able to know who each document is waiting on in a list view without having to open each document.
    1 vote

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    1 comment  ·  Other  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! 

    We're happy to let you know that the feature is available in the system. To see the person who hasn't signed a document without opening it, please hover over the recipients list below the document name and click on the arrow. The person who the signature is awaited from will be marked in red.

    Have a wonderful day! 

  20. The ability to create and use company variables in a Hubspot deal.

    Right now, company variables only show in company contacts and not deals.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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