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23 results found

  1. Ability to connect Authorize.net sandbox environment.

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Sunita Pathik supported this idea  · 

  2. Specify different amount for different payment methods and restrict client from paying with a method different from selection

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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  3. Document bundling: option to mass update documents/templates

    6 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Sunita Pathik commented  · 

    Since i'm bundling templates usually, it would be great if, when I update the original individual template, it automatically updated all of the bundles using that template

    Sunita Pathik supported this idea  · 

  4. Variable in Document Name/Title within the bundle

    8 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Sunita Pathik commented  · 

    Since the original templates I am bundling have variables in the titles, it only makes sense that those variables would carry through. Instead I have to copy and paste customer information into the titles of each bundled document for them to show up correctly to the customer.

    Sunita Pathik supported this idea  · 

  5. Pricing table- Include section header on each page when pricing table is divided into pages

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Sunita Pathik supported this idea  · 

  6. Option to have more than one header in a table

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Sunita Pathik supported this idea  · 

  7. [Quote Builder] Transfer data functionality

    16 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Sunita Pathik supported this idea  · 

  8. Quickbooks ACH

    133 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Sunita Pathik supported this idea  · 

  9. Pricing Table (Quote Builder): Input negative quantity / value.

    45 votes

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    Solution Exists  ·  10 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Sunita Pathik commented  · 

    Lena, are you saying that with early access we can have a negative price for a product in quote builder? If so, I would like early access to this please!

    Sunita Pathik supported this idea  · 

  10. Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)

    11 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists and is available via API. You can create catalog items with negative price via API, and this items will be reflected and calculated accordingly in Quote Builder. For more information, please follow the link: https://developers.pandadoc.com/reference/create-catalog-item


    To learn about how you can switch to the API plan, please reach out to your Account Manager or to our support team.

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    Sunita Pathik commented  · 

    Having an option negative line item (for example, a cash discount) that a customer can choose or not would be amazing.

    Sunita Pathik supported this idea  · 

  11. Notification when Salesforce package updates are available

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Sunita Pathik supported this idea  · 

  12. allow recipients to choose a payment method

    10 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Sunita Pathik commented  · 

    Allow the total on the contract to change depending on the payment method the customer chooses

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    Sunita Pathik commented  · 

    Allow the total on the contract to change depending on the payment method the customer chooses

    Sunita Pathik supported this idea  · 

  13. Ability to add payment processing fees

    59 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Sunita Pathik commented  · 

    I think this is important to go both ways - allow the customer to choose a "cash discount" option which then automatically reduces the cost by a certain percentage.

    Sunita Pathik supported this idea  · 

  14. Payment Receipt from PandaDoc

    65 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,
    This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

    Sunita Pathik supported this idea  · 

  15. ACH payment across different payment gateways

    17 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Quote to Cash  ·  Admin →
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    Sunita Pathik supported this idea  · 

  16. Automatic email response with next steps after recipient has signed and or paid

    13 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Sunita Pathik supported this idea  · 

  17. Option to generate one document link for all recipients

    16 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Sunita Pathik supported this idea  · 

  18. Conditional logic for variables

    16 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  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!

    Sunita Pathik supported this idea  · 

  19. Conditional logic for fields that will allow text blocks to appear when condition is met

    40 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  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!

    Sunita Pathik supported this idea  · 

  20. Better setup and formatting for documents when they are downloaded by the Recipient

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Sunita Pathik supported this idea  · 
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