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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 21 votes

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    1 comment  ·  API  ·  Admin →
  2. 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 →
  3. API call to create a template.

    21 votes

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    2 comments  ·  API  ·  Admin →
  4. Make a way to display images attached to catalog item inside a pricing table

    21 votes

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    1 comment  ·  Admin →
  5. Filter the PandaDoc Inbox to show only the Unsigned document
    Filter to by "To sign" or "Signed"

    20 votes

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    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

  6. 20 votes

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

    19 votes

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  8. content library preview feature for ev2

    19 votes

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  9. 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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    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

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

    18 votes

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

    18 votes

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  12. 18 votes

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  13. A predefined token for "Document Expiration Date

    18 votes

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  14. Option for 2 way sync with HubSpot

    17 votes

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  15. A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    17 votes

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  16. Customer would like to be able to use Form sources with their Zapier set up. Currently not compatible

    16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →
  17. Implement an ability to set the pricing tables currency based on the opportunity currency when pulling products from Salesforce

    16 votes

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  18. Ability to search for the HubSpot deal to link to instead of scrolling through list that only loads one chunk at a time.

    16 votes

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    Hello there,


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


    Please kindly be advised that the feature allowing to search HubSpot deals to link to is already available within the system. Please refer to the file attached below to see how it works.


    Many thanks for your time! Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  19. The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF

    16 votes

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    Released  ·  Maria Fomenko responded

    we've released ability to search within content of uploaded PDF & Word files 

  20. 16 votes

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    Released  ·  4 comments  ·  Integrations  ·  Admin →
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