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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Microsoft 365

    Microsoft 365 integration

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Alessio Ragni 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://appsource.microsoft.com/en-cy/product/dynamics-365/pandadoc.3d108c35-df01-46d9-9237-8cb09b7a71e5?tab=Overview

    https://support.pandadoc.com/en/articles/9714886-microsoft-dynamics-installation-guide

  2. Download attachments via API

    7 votes

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    Released  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →

  3. Ability to include who downloads document in audit trail

    7 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →

  4. [French localization] Translate subject in the emails

    Change the language of the subject in the email

    7 votes

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    0 comments  ·  Localization  ·  Admin →

  5. Pass discounts from HubSpot in percentage

    7 votes

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Victoria Solovey responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. 

  6. Ability to turn off the location that appears in Audit Trail

    7 votes

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    1 comment  ·  Other  ·  Admin →

  7. Stripe: Detailed Line Items from Pricing Table

    With the Stripe integration, it only charges the customer the total amount, but never lists out the line items/that info never travels to Stripe. Is there any way through config or api that when a document is complete it pushes the pricing table items out as well?

    7 votes

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    0 comments  ·  API  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. multiple owners / senders of a document

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  9. quantity editing for all the pricing table

    enable quantity editing on all products simultaneously in the pricing table

    7 votes

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    2 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Section quantity in Quote Builder

    You can reach out to your Account Manager or to our Support Team to learn more about Quote Builder and CPQ.

  10. Different products from Pipedrive into different pricing tables

    7 votes

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    0 comments  ·  Integrations  ·  Admin →

  11. Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients

    Be able to set a Min/Max on Quantity when it's Editable for Recipients

    7 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Recurly

    Native payment integration with Recurly that allows customer to pay in-app immediately after signing the deal.

    7 votes

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    0 comments  ·  Quote to Cash  ·  Admin →

  13. remove decline option

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →

  14. Prevent backdating for date fields

    7 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →

  15. See upcoming subscription renewals

    Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

    7 votes

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    0 comments  ·  Other  ·  Admin →

  16. Export/Back Up/Download Image library

    7 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →

  17. Create doc/template quick buttons

    Shortcuts for documents or templates

    7 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →

  18. redlining summary of changes

    redlining summary of changes

    7 votes

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    0 comments  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hello there,

    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 

    We’re happy to let you know that the feature allowing to track suggestions

    in your PandaDoc documents is already available within the system. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/4405944860695--editor-2-0-contract-negotiation

    We are grateful for your time! Have a wonderful day! 

    Sincerely,

    Valeryia Baranava

    Product Operations, PandaDoc

  19. Ability to change the color of bullet points Editor 2.0.

    7 votes

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    0 comments  ·  Other  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature is available within the system. Please see the file attached for more information.

    Have a wonderful day!

  20. 2-Way Sync for Opportunity products in Salesforce Ev2

    7 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →
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