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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7054 results found

  1. PipeDrive. Ability to connect multiple PD workspaces to a PipeDrive account

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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    In Development  ·  AdminAlessio Ragni (Senior Product Manager, PandaDoc) responded

    Hi Pandas,

    I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.


    Here’s what we are building:


    CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.


    Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.


    Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.


    Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.


    We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.


    Timeline Preview: Expect to see these functionalities rolled out in Q2.…

  2. Mobile App - ability to open documents with access code

    1 vote

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    Idea  ·  0 comments  ·  Mobile  ·  Admin →
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  3. ability to copy links in bulk and not one at a time

    ability to copy links in bulk and not one at a time

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  4. Change color of pages

    1 vote

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. link document to a Deal after it has been created from an organization object (Pipedrive)

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  6. Review the content of sent documents in Salesforce

    Review the content of sent documents in Salesforce directly.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  7. Different attached files for each recipient in Bulk send

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    Idea  ·  0 comments  ·  Esign & Notary  ·  Admin →
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  8. Import data from Dell quote

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. [Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice

    Add products from pricing table to MoneyBird invoice via Zapier.

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Automation: create a new customer in Chargebee once the document is completed

    Would like to be able to fields from within the PandaDoc to create a new customer in Chargebee once the document is completed. Once the customer exists, we can then obtain a URL to obtain their payment method which should be able to become the redirect URL.

    Ultimately, I would love to be able to also create an invoice in Chargebee for the amount of the payment table (implementation fee for us) and collect the payment in the moment.

    0 votes

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    0 comments  ·  Automations  ·  Admin →
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  11. Ability to name each quote in a document and rename variables for each quote

    Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc

    0 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  12. Move automation for Customers and Creators

    Move to Folder xy when document was created by xy
    Move to folder xy when „Berater“ or „Customer“ is xy
    Our salesman do their document themselves so it would be nice to sort them in folders regarding their name.
    Also customer folders would be nice i always do this manually.
    Thanks!

    0 votes

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    0 comments  ·  Automations  ·  Admin →
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  13. Field with currency sumbol

    Special field that will have $ sign predefined.

    Example: you are adding a blank field, put 23 there and it automatically states $23.

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  14. Growth: Pause subscription

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