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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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569 results found

  1. 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  ·  Quote to Cash  ·  Admin →

  2. [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 →

  3. 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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    6 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

  4. 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  ·  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!

    Quote Builder

  5. Create and edit via API

    Create and edit via API

    22 votes

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    2 comments  ·  Integrations  ·  Admin →

  6. Get the reason for a declined document via API

    When someone "Decline" document with reason filled - how can i get this reason from API

    22 votes

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    2 comments  ·  API  ·  Admin →
    Released  ·  AdminVolha Dziahtsiar (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.

    Workspace administrators can simply make a GET request to the endpoint, providing the specific document_id. The endpoint returns a full paginated audit log for a specified document, including:

    • Core actions like sending, viewing, signing, editing
    • Advanced events such as payment status, KBA and QES attempts
    • Metadata: timestamps, IP addresses, user identity
    • Decline reasons and the user who declined

    For more information, please click the link below!

    [Hyperlink]

  7. [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  ·  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]

  8. SendDate in API call Get Document details

    21 votes

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    1 comment  ·  API  ·  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!

    developers.pandadoc.com

  9. 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 →

  10. Create template via API

    API call to create a template.

    21 votes

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    2 comments  ·  API  ·  Admin →

  11. 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 →

  12. 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  ·  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 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

  13. Have a "send reminder" PandaDoc API call.

    Option to manually send reminders via API.

    20 votes

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    4 comments  ·  API  ·  Admin →

  14. 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 →

  15. Installments | Split payments on a document into more than 2 payments

    Split payment on a document into more than two installments (please specify how many).

    19 votes

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    2 comments  ·  Quote to Cash  ·  Admin →

  16. content library preview feature for ev2

    content library preview feature for ev2

    19 votes

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    Released  ·  2 comments  ·  Templates & Libraries  ·  Admin →

  17. Identify Recurring charges in Catalog Import CSV

    Have system identify recurring charges when mass importing items into Catalog. It would be great to have a way to specify the billing period of the product, such as: One time vs Recurring. And also define what billing period for recurring: Weekly, Monthly, or Annually.

    18 votes

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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/hc/en-us/articles/360007915153-Import-and-export-your-catalog-via-CSV

  18. Make the next button more clear when completing fields and signing the document

    Make the next button more clear when completing fields and signing the document

    18 votes

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    4 comments  ·  Fillable Fields & Variables  ·  Admin →

  19. saving documents in google drive from PandaDoc

    To have the ability to save documents in google drive from PandaDoc

    18 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →

  20. API: Create Document Link for Editor 2.0 documents

    Create Document Link for Editor 2.0 documents in API
    https://developers.pandadoc.com/reference#link-to-a-document

    18 votes

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    Released  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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