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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7562 results found

  1. Customize wording in quote builder (Select/Selected) , single/multiple item selection

    The possibility to customize the wording when selecting the single-item or multiple-item option in the quote builder. Replacing "Select/Selected" by something else.
    That way the sender can let the recipient know what their "Suggestion" is etc.

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  2. Rooms: Customize Room Link (URL)

    Option to customize / white-label Room URLs.

    5 votes

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    1 comment  ·  Rooms  ·  Admin →
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  3. QR code in the Signature Certificate to check the authenticity

    QR code in the Signature Certificate to check the authenticity

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  4. Grey Out Unselected Items in Quote Builder

    In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.

    5 votes

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    1 comment  ·  Quote Builder & Pricing table  ·  Admin →
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  5. Pricing table/Quote builder: Populate the name of the product selected by the recipient into a variable

    Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.

    5 votes

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    3 comments  ·  Fillable Fields & Variables  ·  Admin →
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  6. Reporting metrics on users

    The ability for reports to show user data/internal rate, for example:
    - First response time - time to respond/open a quote once it has been submitted for approval
    - Number of edits - number of edits required on documents before approval
    - Time to approve quote from submission to approval - see how long the quote approval process is

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Admin →
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  7. Pass specific currency formatting to PandaDoc

    At the moment: Custom money variables will pass to the document without a currency symbol and formatting. - per the Help Center article Hubspot CRM.

    This request is in regards to allowing values '.00' to be passed with currency. For example, 250.00 will currently be passed as 250 - the client would like the value to come in as 250.00.

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. SMS: Notification

    ability to enable sms notification when documents are sent, viewed and completed

    5 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  9. Link conditional fields

    Option to link fields in case the condition is applied:
    I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field

    5 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  10. Hubspot 2 Way Sync: Create a new contact and company in HubSpot from PandaDoc recipients

    The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.

    5 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  11. Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

    Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days

    5 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. Advanced analytics for the Rooms.

    Advanced analytics for the Rooms.

    5 votes

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    0 comments  ·  Rooms  ·  Admin →
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  13. Catalog - set a tax rate per product and have it automatically calculate on the pricing table

    set a tax rate per product and have it automatically calculate on the pricing table

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  14. Automatically charge installment payments

    The option to automatically charge the payer for succeeding installments.

    5 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  15. Box.com integration

    Integrate with Box.com

    5 votes

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    0 comments  ·  Integrations  ·  Admin →
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  16. Stripe: ability to stop recurring payments through PandaDoc

    Stripe: ability to stop recurring payments (cancel subscription) through PandaDoc, not only via payment gateway

    5 votes

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    0 comments  ·  Quote to Cash  ·  Admin →
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  17. Setup a due date for recurring payments

    Option to setup a due date for recurring payments

    5 votes

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    1 comment  ·  Quote to Cash  ·  Admin →
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  18. Email signature included at the bottom of emails for sent document notification

    The ability to enable/place an email signature at the bottom of emails for sent document notifications.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  19. SMS verification for bulk send

    Have the ability to add in SMS verification to bulk send

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

  20. Retrieve Bundled products' SKUs via API

    Ability to retrieve the data of products within a Product Bundle via API

    5 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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