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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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510 results found

  1. change currency in the quote builder

    change currency in the quote builder

    24 votes

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    3 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  2. The option to add completed documents as attachments in Hubspot (like in SF).

    Hubspot integration: the option to add completed documents as attachments in Hubspot (like in SF).

    24 votes

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    2 comments  ·  Integrations  ·  Admin →

  3. Enable validation of field values

    When document sender and recipients fill out the fields, they have to enter the information that matches a pattern you specify. For example, if a field is meant for an email, PandaDoc will check the user input to make sure the field appears as completed only when the input looks like a valid email.

    24 votes

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    8 comments  ·  Fillable Fields & Variables  ·  Admin →

  4. Zendesk Sell Integration for EV2

    Zendesk Sell Integration for EV2

    24 votes

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    1 comment  ·  Integrations  ·  Admin →

  5. Inline comments for recipients

    how do i enable recipients to add comments against document content fro response back?

    23 votes

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    Released  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →

  6. Link to CRM: Include and pull products / pricing table line items from CRM

    Include products/pricing table in link-to-CRM / Import from CRM button

    23 votes

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    4 comments  ·  Integrations  ·  Admin →

  7. Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage

    Two-way sync of Doc Status and HubSpot Deal Stage

    23 votes

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    2 comments  ·  Integrations  ·  Admin →

  8. Enable API Integration tile / API Sandbox for EV1/EV2 Workspaces

    Make API-Key available for EV2 and EV1/EV2 workspaces

    23 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  9. Push Additional Information into Stripe with Payment

    Be able to pass other contact information from the document into Stripe, such as recipient name and address.

    22 votes

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    7 comments  ·  Payments  ·  Admin →

  10. [Import from CRM][Salesforce] Update pricing table

    The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).

    22 votes

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    4 comments  ·  Integrations  ·  Admin →

  11. In-person signing without email

    In-person signing without email - for the senior care facilities where those signing do not have an email address

    22 votes

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    5 comments  ·  Recipient Experience  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi there 👋

    I'm happy to inform you that we've introduced the ability to sign documents in person, even if the recipient doesn't have an email address. The host's name and email will now be displayed alongside the in-person signer's information in the signing certificate.

    If you have any questions, please feel free to reach out.

    Igor | Product Team

  12. Show price before and after discount (tax, fee)

    Include the option to show the subtotal after discount but before tax in the summary section of the Quote Builder.

    22 votes

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    6 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →

  13. Create and edit via API

    Create and edit via API

    22 votes

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    2 comments  ·  Integrations  ·  Admin →

  14. [Quote Builder] Format columns like Pricing table

    Get the "columns" from consolidated to one line. Right now no matter where you place the quantity column, it pushes it below the item name, causing additional page spacing (two lines).

    21 votes

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    5 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
    Released  ·  AdminAnastasia Koshko (Admin, 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!

    [Hyperlink]

  15. SendDate in API call Get Document details

    21 votes

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    1 comment  ·  API  ·  Admin →

  16. HubSpot refresh pricing table

    Once the Pandadoc document is already created and we have to update/modify pricing in Hubspot (for example apply a discount) the pricing table in the Pandadoc document does not get updated. We used the “refresh deal info” button (see the attachment #1) but it didn’t work.

    21 votes

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    1 comment  ·  Integrations  ·  Admin →

  17. Create template via API

    API call to create a template.

    21 votes

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    2 comments  ·  API  ·  Admin →

  18. EV2: Add Images to Catalog Items for Pricing Table

    Make a way to display images attached to catalog item inside a pricing table

    21 votes

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    1 comment  ·  Admin →

  19. Filter the PandaDoc Inbox by "To sign" or "Signed"

    Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    20 votes

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    4 comments  ·  Sharing & Collaboration  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) 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 allowing to use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.


    Have a wonderful day!


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc

  20. Upload fields are supported in embedded templates: Collect Files field in Forms

    20 votes

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    Released  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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